Priya Ragnauth-James (CRD# 7014255) is an Investment Advisor Representative working at Avantax Advisory Services in Paducah, KY and has over 2 years of experience in the finance industry.
CRD# 4440049
Lpl Financial LLC
CRD# 4737203
Lpl Financial LLC
CRD# 1522217
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Paducah, KY | May 2022 - Current | 2 |
| Avantax Investment Services Inc. | Paducah, KY | Nov 2021 - Current | 2 |
| M. Dean Owen, Cpa, Psc | Paducah, KY | Sep 2018 - Current | 5 |
| Hannah Supply Co Inc. | Paducah, KY | Jul 2017 - Sep 2018 | 1 |
| Unemployed | Paducah, KY | Apr 2016 - Jun 2017 | 1 |
| Guyana America Merchant Bank Inc. | Georgetown, | Jun 2003 - Mar 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- KY
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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