Herbert LudlamCRD Number: 6125670
Current Firm: Raymond James & Associates, Inc.
Herbert Ludlam (CRD# 6125670) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 4 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates||St Petersburg, FL||Sep 2015 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Sep 2015||< 1|
|Morgan Stanley Smith Barney||St. Petersburg, FL||Oct 2012 - Sep 2015||2|
|Polo Grill / Fete Catering||Sarasota, FL||Feb 2010 - Oct 2012||2|
|Fleming's Prime Steakhouse||Sarasota, FL||Oct 2006 - Feb 2010||3|
|Woody's River Roo Grill & Bar||Ellenton, FL||Oct 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
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