Cole James Sanders
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2026 to now
- Balser Investment Management Group, Inc.Mar 2026 to now
- Blaser Investment Management GroupJun 2025 to Mar 2026
- Commonwealth Financial NetworkJun 2025 to Mar 2026
- UlineMay 2024 to Aug 2024
- Cog Hill Golf & Country ClubMay 2023 to Aug 2023
- Cog Hill Golf & Country ClubMay 2022 to Aug 2022
- Spring Arbor UniversityAug 2021 to May 2025
- Culver'sJun 2021 to Jul 2021
- Carl Sandburg High SchoolAug 2017 to May 2021
- Century Junior High SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8116229
- Firm CRD
- 149018