Jeannie HollidayCRD Number: 1276075
Current Firm: Raymond James Financial Services Advisors, Inc.
Jeannie Holliday (CRD# 1276075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Land O'Lakes, FL and has over 25 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Rental Real Estate||Lutz, FL||Dec 2015 - Current||1|
|Raymond James Financial Services, Inc.||Land O' Lakes, FL||Jul 2012 - Current||4|
|Independent Financial Services, Inc.||Land O' Lakes, FL||Jul 2012 - Current||4|
|Raymond James Financial Services Advisors Inc.||Land O' Lakes, FL||Jul 2012 - Current||4|
|Holliday Perez Holdings||Land O Lakes, FL||Jan 2011 - Current||6|
|Insurance-non Variable||Land O Lakes, FL||Jun 2013 - Dec 2015||2|
|Investment Centers Of America||Tampa, FL||Jan 2003 - Jul 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1991|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
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