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David B
Series 63, Series 65
Dallas, TX
Raymond James & Associates
David Byrd is a financial advisor at Raymond James & Associates in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and government entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.
Kyle D
CFP®, Series 66
Dallas, TX
Raymond James & Associates
Kyle Dunham is a CFP® professional with eight years of industry experience, currently advising clients at Raymond James & Associates in Dallas, TX. His prior work includes roles at Charles Schwab & Co., Inc. and a period outside the financial industry at Sazza Pizza + Salads. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, delivering tailored financial planning and consulting services through a broad range of portfolio management styles and affiliated research.
Holli R
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Holli Rigdon is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Raymond James since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Winston J
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Winston Jefferson is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and UBS Financial Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers a variety of financial planning and consulting services, with an approach that combines tailored client plans and a broad range of portfolio management styles.
Robert B
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Robert Blackford is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is a partner in Abacoholics LLC, which owns a vacation home. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Tammi H
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Tammi Huckabee is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Claire B
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Claire Bremner is a financial advisor at Raymond James & Associates with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors. Outside of her advisory role, she is involved with the Dallas Pickleball Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad network of advisers and research resources.
Wallace W
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Wallace Williams is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. It serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.
Sean F
Series 66
Dallas, TX
Raymond James & Associates
Sean Flood is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has two years of industry experience and previously worked at the California Milk Advisory Board, AgWest Farm Credit, The Home Depot, and Target. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliate resources.
Zhiyang L
Series 66
Dallas, TX
Raymond James & Associates
Zhiyang Ling is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he held roles at Bank of America, Merrill, and The Vanguard Group. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing various portfolio management styles and affiliated research resources.
Philip D
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Philip Disspain is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he has involvement with Uber in transportation and logistics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Timothy K
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Timothy Kelley is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Gregory G
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Gregory Galbraith is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as an officer and secretary for CG Family Investments LP. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services, utilizing a range of portfolio management styles supplemented by in-house research and third-party sub-advisers.
Christopher B
Series 66
Dallas, TX
Raymond James & Associates
Christopher Branton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing seven years of industry experience. He has worked at Raymond James since 2018 and previously spent one year at Nomura. He began his career after graduating from Southern Methodist University. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.
Alexander G
Series 66
Dallas, TX
Raymond James & Associates
Alexander Galeti Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2008. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a nationwide adviser network.
Jarrell P
Series 66
Dallas, TX
Raymond James & Associates
Jarrell Prince is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he is a partner and secretary of CPB Capital Group LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, providing a range of financial planning and consulting services supported by extensive research and a variety of portfolio management approaches.
Jeremy S
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Jeremy Silvas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, each for seven years. Outside of his advisory work, he manages a household employer arrangement related to caregiving for his disabled son. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, combining multiple portfolio management styles with in-house research and affiliated sub-advisers.
Tawn B
Series 66
Dallas, TX
Raymond James & Associates
Tawn Bullock is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Acura of Bellevue. Outside of his advisory work, Bullock has been involved with Bullock Media for over a decade. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.
James P
Series 63, Series 65
Dallas, TX
Raymond James & Associates
James Prince is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, Prince serves as chairman of the finance and investment committee at Prestonwood Baptist Church and is a director for Weir’s Furniture Village. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
John C
Series 63
Dallas, TX
Raymond James & Associates
John Crocker is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he is involved with CPB Capital Group LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Nathan C
Series 66, Series 65
Dallas, TX
Raymond James & Associates
Nathan Chapman is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Raymond James, he worked at SunTrust Bank and its affiliated investment services and advisory entities for seven years, and at J.P. Morgan Securities for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Tod D
Series 63, Series 65
Dallas, TX
Raymond James & Associates
Tod Drury is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior firms include LPL Financial LLC, First Horizon Bank, Equitable Advisors, Ameriprise, BB&T Securities, and Truist affiliates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.
Chirstopher D
Series 66
Dallas, TX
Raymond James & Associates
Christopher Drennen is a financial advisor with Raymond James & Associates based in Dallas, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Raymond James & Associates and Raymond James Bank since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.
Joseph E
Series 66
Dallas, TX
Raymond James & Associates
Joseph Estes is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he serves as a director of the Touchdown Club of Dallas, where he contributes to club operations and community relations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs and institutional solutions.
Juan M
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Juan Muñoz Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Securities and JP Morgan Chase Bank. Raymond James & Associates is a large investment firm serving individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored financial planning and investment consulting through a range of portfolio management strategies and maintains notable municipal advisory services alongside its broader investment advisory and execution roles.
Taylor H
Series 63, Series 66
Dallas, TX
Raymond James & Associates
Taylor Hammond is a financial advisor at Raymond James & Associates with five years of industry experience. He previously worked at The Vanguard Group, NYLIFE Securities LLC, and New York Life Insurance Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis.
Mc Kenzie S
Series 65, Series 63
Dallas, TX
Raymond James & Associates
Mc Kenzie Shields is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, Shields worked at Equitable Advisors and has held roles in various other sectors including retail and education. Outside of financial services, Shields has experience with entrepreneurial and community-related activities such as involvement with Popcorn Papa and work in hospice care. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.
Kevin K
Series 63
Dallas, TX
Raymond James & Associates
Kevin Kernan is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Bruce D
Series 66
Dallas, TX
Raymond James & Associates
Bruce Dunham is a financial advisor with Raymond James & Associates in Dallas, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes prior roles at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and public entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Daniel D
Series 63
Dallas, TX
Raymond James & Associates
Daniel Delp is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Based in Dallas, TX, his career has spanned over three decades in the financial services sector. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
Sara B
Series 63, Series 65, Series 66
Dallas, TX
Raymond James & Associates
Sara Bravo is a financial advisor at Raymond James & Associates in Dallas, TX, holding Series 63, Series 65, and Series 66 licenses with 18 years of industry experience. She joined Raymond James in 2017 after working at Texas Health Emergency Room. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.
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