Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Archie? Claim Your ProfileArchie Lawrence Sullivan is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc., a firm with a long history in the financial services industry. Archie has been working in the industry since 1997, and holds Series 7, 63, 65, 24 and 51 securities licenses. In addition to his current role at Raymond James Financial Services Advisors, Inc., Archie has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Archie has experience working with high-net-worth individuals, corporations, and other businesses. Archie’s primary focus is on providing personalized investment advice and financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
01/09/2025 - Present
Raymond James Financial Services Advisors, Inc. (LONGWOOD FL)
NY
03/12/1997 - 10/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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