Drake MedeirosCRD Number: 6226094
Current Firm: Raymond James Financial Services Advisors, Inc.
Drake Medeiros (CRD# 6226094) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cupertino, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Premier Staffing||Santa Clara, CA||Feb 2016 - Current||1|
|Raymond James Financial Services, Inc.||Cupertino, CA||Sep 2014 - Current||2|
|Raymond James Financial Services Advisors Inc.||Cupertino, CA||Sep 2014 - Current||2|
|First Tech Federal Credit Union||Cupertino, CA||May 2014 - Current||2|
|Raymond James Financial Services, Inc.||Cupertino, CA||Jan 2014 - Sep 2014||< 1|
|Raymond James Financial Services, Inc.||Cupertino, CA||Jul 2013 - Jan 2014||< 1|
|Aerotek/addison Avenue||San Jose, CA||Jun 2013 - Jan 2014||< 1|
|Stanford Park Hotel||Menlo Park, CA||Jun 2012 - Oct 2013||1|
|Menlo College||Atherton, CA||Aug 2011 - May 2013||1|
|Menlo College||Atherton, CA||Oct 2010 - May 2013||2|
|Menlo College||Atherton, CA||Aug 2009 - May 2013||3|
|Menlo College||Atherton, CA||Jan 2011 - May 2011||< 1|
|Saint Louis High School||Waianae, HI||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
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