RAYMOND JAMES INVESTMENT COUNSEL LTD. – Your Trusted Financial Expert
RAYMOND JAMES INVESTMENT COUNSEL LTD. is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides personalized solutions to meet the unique needs of each client. RAYMOND JAMES INVESTMENT COUNSEL LTD. has established itself as a trusted financial expert in the industry.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial solutions
- Provides expert financial advice
- Helps clients achieve their financial goals
- Offers a wide range of financial services
Facts and Insights
Founded in 1962, RAYMOND JAMES INVESTMENT COUNSEL LTD. has over 50 years of experience in the financial advisory industry. The firm manages over $84 billion in client assets and has over 7,000 advisors in the United States, Canada, and overseas. RAYMOND JAMES INVESTMENT COUNSEL LTD. has a strong track record of delivering excellent financial results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $84 billion | 7,000+ | Over 50 years |
Financial Services Offered
RAYMOND JAMES INVESTMENT COUNSEL LTD. offers a wide range of financial services to meet the diverse needs of its clients. These services include wealth management, investment planning, retirement planning, tax planning, and estate planning. The firm’s team of advisors is well-versed in all aspects of financial planning and helps clients make informed decisions to secure their financial future.
Client Types
RAYMOND JAMES INVESTMENT COUNSEL LTD. caters to a variety of clients, including high-net-worth individuals, families, businesses, and institutions. The firm’s advisors work closely with each client to understand their unique financial goals and tailor their services accordingly.
Fees & Compensation
RAYMOND JAMES INVESTMENT COUNSEL LTD. follows a fee-based compensation structure, meaning that the firm charges a fee based on a percentage of the client’s assets under management. This ensures that the firm’s incentives are aligned with those of its clients, as they both benefit from the growth of the client’s assets.
Background
RAYMOND JAMES INVESTMENT COUNSEL LTD. was founded in 1962 by Robert A. James with the goal of providing quality investment advice and excellent service to clients. Today, the firm has grown to become one of the largest independent financial advisory firms in the United States. RAYMOND JAMES INVESTMENT COUNSEL LTD. has a strong culture of putting clients’ needs first and adhering to the highest ethical standards.
Financial Advisor Disclosures to Know
As a financial expert, RAYMOND JAMES INVESTMENT COUNSEL LTD. is committed to transparency and compliance. The firm’s advisors are required to disclose any potential conflicts of interest and have a fiduciary duty to act in the best interest of their clients. RAYMOND JAMES INVESTMENT COUNSEL LTD. takes pride in its reputation as a trustworthy and reliable financial advisor.