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Meaghan Katherine Douglas

Investment adviser representative at Raymond James (USA) Ltd
13 yearsExperience
1 stateRegistered in
$2BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Raymond James (USA) Ltd.Sep 2024 to now
  2. Raymond James Ltd.Oct 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Raymond James (USA) Ltd

$2BAssets managed
4,864Clients
122Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7973838
Firm CRD
25853
Advisor's SEC record (opens in a new tab)
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