Wilson Passmore
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Wilson Passmore? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2026 to now
- Raymond James Financial Services, Inc.Feb 2026 to now
- MML Investors Services, LLCOct 2024 to Feb 2026
- Massmutual Life Insurance CoApr 2024 to Feb 2026
- Bank OzkNov 2019 to Feb 2024
- Red LobsterFeb 2016 to Nov 2019
- Segway of ArkansasJun 2015 to Jan 2018
- University of Arkansas At Little RockAug 2012 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7994108
- Firm CRD
- 149018