HA
Hannah M. Archer
RAYMOND JAMES INVESTMENT MANAGEMENT
San Francisco, CA
Some features on this profile are disabled
CRD#: 6925219
HA
Professional summary
Hannah Meghan Archer, AIF® is a registered financial advisor currently at RAYMOND JAMES INVESTMENT MANAGEMENT located in San Francisco, California and CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.
Hannah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Hannah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Hannah Meghan Archer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 8, 2025 - Present
RAYMOND JAMES INVESTMENT MANAGEMENT
RIA
CRD#: 174904
San Francisco, CA
Current
April 18, 2024 - Present
CARILLON FUND DISTRIBUTORS, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716BD
CRD#: 139749
St. Petersburg, FL
Past
August 31, 2020 - April 22, 2024
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
ST. PETERSBURG, FL
Past
May 8, 2020 - April 22, 2024
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RJ
RAYMOND JAMES INVESTMENT MANAGEMENT
CARILLON TOWER ADVISERS, INC. | RAYMOND JAMES INVESTMENT MANAGEMENT
CRD#: 174904 / SEC#: 801-100356
RIA
Registered Investment Advisory firm - (7/6/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/3/2025)
RR
Alaska(9/3/2025)
RR
Arizona(9/3/2025)
RR
Arkansas(9/3/2025)
RR
California(4/18/2024)
IAR
California(9/8/2025)
RR
Colorado(9/3/2025)
RR
Connecticut(9/3/2025)
RR
Delaware(9/3/2025)
RR
District of Columbia(9/3/2025)
RR
Florida(4/18/2024)
IAR
Florida(9/26/2025)
RR
Georgia(9/3/2025)
RR
Hawaii(9/3/2025)
RR
Idaho(9/3/2025)
RR
Illinois(9/3/2025)
RR
Indiana(9/3/2025)
RR
Iowa(9/3/2025)
RR
Kansas(9/3/2025)
RR
Kentucky(9/3/2025)
RR
Louisiana(9/3/2025)
RR
Maine(9/3/2025)
RR
Maryland(9/3/2025)
RR
Massachusetts(9/3/2025)
RR
Michigan(9/3/2025)
RR
Minnesota(9/3/2025)
RR
Mississippi(9/3/2025)
RR
Missouri(9/3/2025)
RR
Montana(9/3/2025)
RR
Nebraska(9/3/2025)
RR
Nevada(9/3/2025)
RR
New Hampshire(9/3/2025)
RR
New Jersey(9/3/2025)
RR
New Mexico(9/3/2025)
RR
New York(9/3/2025)
RR
North Carolina(9/3/2025)
RR
North Dakota(9/3/2025)
RR
Ohio(9/3/2025)
RR
Oklahoma(9/3/2025)
RR
Oregon(9/3/2025)
RR
Pennsylvania(9/3/2025)
RR
Puerto Rico(9/3/2025)
RR
Rhode Island(9/3/2025)
RR
South Carolina(9/3/2025)
RR
South Dakota(9/3/2025)
RR
Tennessee(9/3/2025)
RR
Texas(9/3/2025)
RR
Utah(9/3/2025)
RR
Virgin Islands(9/3/2025)
RR
Virginia(9/3/2025)
RR
Washington(9/3/2025)
RR
West Virginia(9/3/2025)
RR
Wisconsin(9/3/2025)
RR
Wyoming(9/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/8/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RJ
RAYMOND JAMES INVESTMENT MANAGEMENT
CARILLON TOWER ADVISERS, INC. | RAYMOND JAMES INVESTMENT MANAGEMENT
CRD#: 174904 / SEC#: 801-100356
RIA
Registered Investment Advisory firm - (7/6/2015 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
780 Carillon Parkway, St Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St Petersburg, FL 33716
Phone number
(800) 521-1195
Established
Firm type
Fiscal year end
# of Employees
173
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 16,378,977,378 |
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.
