Palm Harbor, FL Alternate 19 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$346,178,261,888
ClientsTotal clients
493,979
AdvisorsAdvisors at this office
2
Of 6,461 advisors across 2,959 offices
Location
2138 Alternate 19, Suite D
Palm Harbor FL 34683
Advisors at this office
2
Advisors at this office
Mary H
Series 66
Palm Harbor, FL
Raymond James Financial
Mary Hayes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She previously operated her own business and has worked at Vanleeuwen & Associates LLC. Outside of advisory services, she owns Plan to Save LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, using tailored non-discretionary strategies supported by advanced analytical tools.
Logan B
CFP®, Series 66
Palm Harbor, FL
Raymond James Financial
Logan Bennis is a CFP® professional with five years of industry experience currently with Raymond James Financial Services Advisors, Inc. His prior roles include positions at Kovack Securities, Inc., GreenBridge Wealth Management, and several other firms. He is based in Palm Harbor, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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