Unclaimed Profile

Marshall Farrokh Ollia

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·SAINT PETERSBURG, Florida

Series 24, Series 27, Series 99, Series 7Clean recordRAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

880 CARILLON PARKWAY, SAINT PETERSBURG, FL 33716CRD# 3195972Firm CRD# 149018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marshall Farrokh Ollia · SAINT PETERSBURG, FL

Registration

CRD #3195972 · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marshall Farrokh Ollia is a registered financial advisor based in SAINT PETERSBURG, Florida, affiliated with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AUM

$344.9B

Regulatory assets under management

Employees

6727

Total firm employees

View all advisors at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: PER PARTICIPANT (ERISA)

Regulatory

SEC/IARD CRD# 3195972

Firm CRD# 149018

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marshall Farrokh Ollia offer?

Marshall Farrokh Ollia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PETERSBURG, Florida for a consultation.

What are Marshall Farrokh Ollia's credentials?

Marshall Farrokh Ollia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marshall Farrokh Ollia located?

Marshall Farrokh Ollia is based in SAINT PETERSBURG, Florida, working with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. Their office serves clients in the SAINT PETERSBURG metropolitan area and surrounding communities.

How does Marshall Farrokh Ollia charge for services?

Marshall Farrokh Ollia's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: per participant (erisa). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC?

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC has approximately 6727 employees and manages $344.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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