Ronald T. Blevins
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ronald Todd Blevins was a registered financial professional .
Ronald is a previously registered financial professional and started their career in finance in 1996. Ronald had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 3, 2010 - October 22, 2012
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
June 18, 2009 - October 22, 2012
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 4, 2008 - June 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 4, 2008 - June 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
September 28, 2004 - August 11, 2008
WELLS FARGO INVESTMENTS, LLC
September 28, 2004 - August 11, 2008
WELLS FARGO INVESTMENTS, LLC
October 9, 2002 - September 29, 2004
WAMU INVESTMENTS, INC.
September 27, 2002 - October 28, 2002
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 17, 2001 - October 28, 2002
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 18, 1997 - January 24, 2001
WAMU INVESTMENTS, INC.
September 25, 1996 - July 8, 1997
WMA SECURITIES, INC.
Primary Firm SEC Registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRD#: 149018 / SEC#: 801-69815
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CRD#: 149018 / SEC#: 801-69815
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,030,208 |
| AUM (Assets Under Management) | $ 344,868,106,925 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 08/21/2024 | ||
| 09/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
