AdvisorOS Directory
Claim Profile
PM

Philip Roger Martin

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·SAINT PETERSBURG, Florida
Unclaimed Profile
880 CARILLON PARKWAY, SAINT PETERSBURG, FL 33716CRD# 2613565Firm CRD# 149018
01

About

Philip Roger Martin 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: PER PARTICIPANT (ERISA)
Regulatory
SEC/IARD CRD# 2613565
Firm CRD# 149018
11 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAINT PETERSBURG?

Browse all registered financial advisors in SAINT PETERSBURG, Florida or claim this profile if it's yours.

Browse SAINT PETERSBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Philip Roger Martin offer?
Philip Roger Martin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PETERSBURG, Florida for a consultation.
What are Philip Roger Martin's credentials?
Philip Roger Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Roger Martin located?
Philip Roger Martin 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 Philip Roger Martin charge for services?
Philip Roger Martin'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAINT PETERSBURG
Paul Louis Matecki — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCMary Elizabeth Haas — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCJohn William Bowman — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCJason Scott Thackeray — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCTarek Helal — RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile