Alana Fermoyle (CRD# 1800117) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Minneapolis, MN and has over 36 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Finra | Minneapolis, MN | Sep 2013 - Current | 10 |
| Raymond James Financial Services Advisory, Inc. | Deerwood, MN | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Deerwood, MN | Apr 2002 - Current | 22 |
| Election Judge | Crystal, MN | Jul 2010 - Aug 2020 | 10 |
| Ace Hardware | New Hope, MN | May 2008 - Sep 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- MN
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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