RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
Raymond James Financial Services Advisors, Inc. (RJFSA) is a leading financial services firm providing expert advice and guidance to clients. With a team of knowledgeable advisors, RJFSA offers a wide range of financial services to meet the unique needs and goals of each client.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Personalized approach to meet client’s needs and goals
- Access to a wide range of financial services
- Commitment to building long-term relationships with clients
Facts and Insights
RJFSA operates under Raymond James Financial, Inc., a publicly traded company (NYSE: RJF) with over 60 years of experience in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), and all 50 state securities agencies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $856 billion (as of June 2021) | 8,300+ (as of June 2021) | 60+ years |
Financial Services Offered
RJFSA provides a comprehensive suite of financial services to clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Educational planning
- and more.
Client Types
RJFSA serves a diverse range of clients, including individuals, families, businesses, and institutions. The firm’s advisors have the expertise to cater to the various needs of each client.
Fees & Compensation
RJFSA operates on a fee-based compensation structure, which means the firm’s advisors are compensated through fees based on a percentage of the client’s assets under management. This aligns the interests of the advisor with the client’s best interests as they both have a vested interest in growing the client’s assets.
Background
Founded in 1962, Raymond James Financial, Inc. has a long history of providing exceptional financial services to clients. The firm’s commitment to putting clients’ interests first and building lasting relationships has earned it a reputation as a trusted advisor in the industry.
Financial Advisor Disclosures to Know
It is essential to have a clear understanding of any potential conflicts of interest when selecting a financial advisor. RJFSA adheres to strict guidelines set by regulatory bodies and fully discloses any potential conflicts of interest. Clients can have peace of mind knowing they are receiving unbiased advice and transparent communication from their RJFSA advisor.