Phoebe Rae Martin
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 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
11 years in the industry.
- Raymond James Financial Services Advisors Inc.Jul 2026 to now
- Raymond James Financial Services Inc.Jul 2026 to now
- The Barber GroupJul 2026 to now
- Fidelity InvestmentsJan 2025 to Jul 2026
- PrimericaNov 2024 to Jan 2025
- AdpAug 2024 to Nov 2024
- Uf HealthMay 2024 to Aug 2024
- Gainesville Health and FitnessJan 2024 to Jul 2024
- Orange Theory FitnessAug 2023 to Feb 2024
- YoufitAug 2023 to Sep 2023
- Northstar Fitness LLCMay 2022 to Jul 2023
- University of FloridaMay 2020 to May 2024
- Eastside High SchoolAug 2015 to May 2020
- Strategic Advisers LLCApr 2015 to Jul 2026
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8037341
- Firm CRD
- 149018