Angela MakinenCRD Number: 5483597
Current Firm: Raymond James & Associates, Inc.
Angela Makinen (CRD# 5483597) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Knoxville, TN and has over 8 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Raymond James & Associates, Inc.||Knoxville, TN||Feb 2013 - Current||5|
|Morgan Keegan & Company, Inc.||Lafayette, IN||Jan 2008 - Feb 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2009|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
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