Why I Chose Raymond James
There are many reasons I chose to affiliate myself with Raymond James Financial Services, Inc., one of the largest independent financial services firms in the United States and the broker/dealer through which I offer securities. In researching the options, I found Raymond James to be refreshingly different from many other companies. I heard my own values echoed in their commitment to long-term planning, methodical analysis and decision-making, and uncompromising focus on client service.
Based in St. Petersburg, Florida, Raymond James was founded in 1962 and has been a public company since 1983. Raymond James was the first financial services firm to pioneer the concept of applying disciplined financial planning methodologies to help individuals reach their goals. Raymond James provides advisors like myself access to a remarkable range of resources and support services that enable me to deliver a high level of financial services and advice to clients—and to fulfill the mission we both share of maintaining a client-first focus.
Raymond James is widely recognized for its industry-leading capabilities, award-winning equity research, and a comprehensive array of resources and expertise.
Raymond James at a Glance*
Over 8,700 financial advisors
Over $1.26 trillion in total client assets
More than 2x required total capital ratio
143 consecutive quarters of profitability
*As of 9/30/2023