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Reagan Magdalena Elzey

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.

  1. Raymond James Financial Services Advisors, IncDec 2025 to now
  2. Elzey Financial GroupApr 2025 to now
  3. Raymond James Financial Services, Inc.Apr 2025 to now
  4. Zimmer Biomet OregonSep 2023 to Apr 2025
  5. Job HuntingMay 2023 to Aug 2023
  6. Institute of Biological ChemistryJan 2023 to May 2023
  7. Ricos Public HouseMar 2022 to Feb 2023
  8. Southfork Public HouseAug 2020 to May 2021
  9. Washington State UniversityAug 2019 to May 2023
  10. 1898 Public HouseJun 2019 to Aug 2022
  11. Spokane Public PoolsJun 2016 to Aug 2018
  12. Lakeside High SchoolApr 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
8072334
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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