Tevis WestCRD Number: 5427198
Current Firm: Raymond James Financial Services Advisors, Inc.
Tevis West (CRD# 5427198) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sun City West, AZ and has over 9 years of experience in the finance industry.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
Foothills Financial Planning, Inc.
|Primary Az Financial||Sun City West, AZ||Feb 2014 - Current||3|
|Raymond James Financial Services Advisors Inc.||Sun City West, AZ||Jan 2014 - Current||3|
|Raymond James Financial Services||Sun City West, AZ||Dec 2013 - Current||3|
|Edward Jones||St Louis, MO||Sep 2007 - Dec 2013||6|
|Valley Supply||Phoenix, AZ||Feb 2007 - Aug 2007||< 1|
|Diversified Roofing||Phoenix, AZ||Feb 2006 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops
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