Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Fletcher Burdett

Raymond James Financial Services Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Fletcher Burdett

Paul Fletcher Burdett is a financial advisor with over 40 years of experience in the financial industry. Paul Fletcher Burdett is currently registered with Raymond James Financial Services Advisors, Inc. in Maryland and Delaware. Paul Fletcher Burdett's experience includes previous roles at Robert Thomas Securities, Inc, A. G. Edwards & Sons, Inc., Lehman Brothers Inc., Legg Mason Wood Walker, Incorporated and Legg Mason Masten Inc. Paul Fletcher Burdett offers a range of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.

Firm Information

Paul Burdett is currently registered with Raymond James Financial Services Advisors, Inc.. Raymond James Financial Services Advisors, Inc. is a financial services firm headquartered in Saint Petersburg, FL. With over 6,400 registered representatives and $344 billion in assets under management, the firm provides a range of financial advisory services including financial planning, portfolio management, pension consulting, and educational seminars. They cater to a diverse clientele including individuals, high-net-worth individuals, corporations, and institutions.
Raymond James Financial Services Advisors, Inc.

880 CARILLON PARKWAY

SAINT PETERSBURG, FL 33716

$344.87B

Assets Under Management

6,514

Total Clients

5,416

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

hourly & fixed rate consultations

Hourly & fixed rate consultations

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Per participant (erisa)

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Burdett’s Registration & Firm History

MD

01/02/2009 - Present

Raymond James Financial Services Advisors, Inc. (SEVERNA PARK MD)

FL

12/18/1998 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

MO

12/16/1991 - 12/08/1998

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

06/29/1990 - 01/07/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

11/03/1987 - 07/05/1990

LEGG MASON WOOD WALKER, INCORPORATED

MD

03/30/1982 - 07/05/1990

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NA

10/30/1987 - 11/04/1987

LEGG MASON MASTEN INC.

Not sure if Paul Fletcher Burdett is right for you?

Licenses & Designations

IA

Issued 04/05/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Fletcher Burdett. Review regulatory record here.
Not sure if Paul Fletcher Burdett is right for you?