Roxanne BirchfieldCRD Number: 5065468
Current Firm: Raymond James Financial Services Advisors, Inc.
Roxanne Birchfield (CRD# 5065468) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bella Vista, AR and has over 14 years of experience in the finance industry.
National Asset Management, Inc.
Arvest Wealth Management
|St. Bernard Catholic Church||Bella Vista, AR||Feb 2012 - Current||9|
|Raymond James Financial Services Advisors, Inc.||Belle Vista, AR||Jan 2009 - Current||12|
|Curves||Bella Vista, AZ||Mar 2008 - Current||13|
|Raymond James Financial Services,inc.||Bella Vista, AZ||Nov 2006 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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