Unclaimed
Felicia Brightbill is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lubbock, Texas. Felicia has been in the securities industry since 2002. Felicia holds Series 6, 7, 63, and 66 licenses, as well as the Securities Industry Essentials Examination. Felicia has previous experience with Edward Jones and Chase Investment Services Corporation.
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
TX
06/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (Lubbock TX)
TX
12/14/2010 - 05/18/2019
EDWARD JONES (LUBBOCK TX)
OK
07/06/2005 - 05/22/2008
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
IL
02/22/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/04/2002 - 05/10/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Felicia Brightbill is the right advisor for you? Invested Better is here to help.