Austin ColbyCRD Number: 4560375
Current Firm: Raymond James Financial Services Advisors, Inc.
Austin Colby (CRD# 4560375) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Eden Prairie, MN and has over 15 years of experience in the finance industry. Austin Colby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|The Wealth Group||Eden Prairie, MN||Jan 2015 - Current||3|
|Real Estate||Eden Prairie, MN||Oct 2008 - Current||9|
|Raymond James Financial Services, Inc.||Edina, MN||Jul 2001 - Current||16|
|Raymond James Financial Services Advisors, Inc.||Eden Prairie, MN||Jul 2001 - Current||16|
|Franke/colby Financial Group||Eden Prairie, MN||Apr 2012 - Jan 2015||2|
|Franke Financial Services||Eden Prairie, MN||Jul 2001 - Apr 2012||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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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