Elizabeth MenchacaCRD Number: 5961073
Current Firm: Raymond James & Associates, Inc.
Elizabeth Menchaca (CRD# 5961073) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services||St Petersburg, FL||Aug 2014 - Current||2|
|Raymond James & Associates||St Petersburg, FL||Jun 2014 - Current||3|
|Independent Financial Partners||Tampa, FL||Nov 2013 - Jun 2014||< 1|
|Lpl Financial LLC||Tampa, FL||Nov 2013 - Jun 2014||< 1|
|Usaa Financial Planning Services||Tampa, FL||Jul 2011 - Oct 2013||2|
|Usaa Financial Advisors, Inc.||Tampa, FL||Jul 2011 - Oct 2013||2|
|Usaa||Tampa, FL||Mar 2008 - Jul 2011||3|
|T.j. Maxx||Tampa, FL||Aug 2002 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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