Adam Mcinerney
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Raymond James Financial Services Advisors, IncNov 2025 to now
- Raymond James Financial Services, Inc.May 2025 to now
- Talent Financial ServicesApr 2025 to now
- UnemployedJan 2025 to Apr 2025
- HydromaxxNov 2024 to Jan 2025
- Self EmployedOct 2023 to Nov 2024
- CaddieJul 2023 to Oct 2023
- University of Nevada Las VegasJan 2020 to Jul 2023
- Korn Ferry Tour/pga TourDec 2016 to Jan 2020
- University of Nevada Las VegasAug 2012 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 8080702
- Firm CRD
- 149018