…
How does the advisor help clients – Key Takeaways:
RAYMOND JAMES & ASSOCIATES, INC. offers a range of financial services and investment options to help clients achieve their financial goals. They do this through comprehensive financial planning, personalized investment strategies, and timely market insights.
Some key takeaways about RAYMOND JAMES & ASSOCIATES, INC. include:
- Over 54 years of experience in the financial industry
- Over $639 billion in assets under management
- More than 8,000 financial advisors
- Services offered include financial planning, investment management, and retirement planning
- Wide range of clients served, including individuals, families, and businesses
- Transparent fee structure and client-focused compensation
- Highly trained and experienced financial advisors
- Clear and concise disclosures for clients to make informed decisions
Facts and Insights
RAYMOND JAMES & ASSOCIATES, INC. has been helping clients achieve their financial goals since 1962. With a focus on long-term relationships and a commitment to personalized service, they have become one of the largest independent financial services firms in the United States.
Some other facts and insights about RAYMOND JAMES & ASSOCIATES, INC. include:
- Highly trained and experienced financial advisors with an average of 20 years in the industry
- Investment strategies tailored to each client’s unique financial objectives and risk tolerance
- Market insights and updates provided regularly to help clients make informed decisions
- Strong track record of performance and client satisfaction
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $639 billion (as of September 30, 2021) | Over 8,000 | Over 54 years |
Financial Services Offered
RAYMOND JAMES & ASSOCIATES, INC. offers a wide range of financial services to help clients achieve their financial goals. Some of the services they provide include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Insurance services
- Education planning
- Business services
- And more
Client Types
RAYMOND JAMES & ASSOCIATES, INC. serves a diverse group of clients, including individuals, families, and businesses. They have the expertise to help clients at any stage of their financial journey, whether they are just starting to build their wealth or preparing for retirement.
Fees & Compensation
RAYMOND JAMES & ASSOCIATES, INC. believes in transparency when it comes to fees and compensation. They are committed to a client-focused fee structure and offer a range of fee-based and commission-based compensation options.
Some of the fees and compensation options available to clients include:
- Asset-based fees
- Hourly fees
- Flat fees
- Commissions
- And more
Background
RAYMOND JAMES & ASSOCIATES, INC. was founded in 1962 by Robert A. James under the name Robert A. James Investments. The firm changed its name to Raymond James & Associates in 1964 and has since grown into one of the largest independent financial services firms in the United States.
Today, RAYMOND JAMES & ASSOCIATES, INC. is headquartered in St. Petersburg, Florida and has over 8,000 financial advisors throughout the country. They are known for their commitment to personalized service and long-term relationships with their clients.
Financial Advisor Disclosures to Know
When working