Raymond James Financial Services Advisors, Inc.
Raymond James Financial Services Advisors, Inc. (CRD# 149018) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $81,238,550,335 in 280,698 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management81,239MILLION
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Total Number of Accounts280,698ACCOUNTS
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Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Timothy Rueter (CRD# 4470049) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wheaton, IL and has over 17 years of experience in the finance industry. He holds the CFP® and ChFC® designations, has assets of more than $100 million under management, and primary works as a fee-based planner. He services the soon-to-retire and already-retired segments of the market, primarily helping executives, business owners, entrepreneurs, and professionals in healthcare and education. His expertise lies in wealth management, legacy planning, risk mitigation through insurance, and tax efficiency planning.
Douglas Gross (CRD# 2409021) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ann Arbor, MI and has over 24 years of experience in the finance industry. Douglas Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mark Deering (CRD# 4890057) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Franklin, TN and has over 13 years of experience in the finance industry. Mark Deering has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nathan Fisher (CRD# 4456780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cedar Rapids, IA and has over 16 years of experience in the finance industry. Nathan Fisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Chad Ontko (CRD# 5906139) is an Personal Financial Represenative working at Allstate Financial Services, LLC. in Bryan, TX and has over 5 years of experience in the finance industry.
Jason Claycomb (CRD# 2642325) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bowling Green, KY and has over 22 years of experience in the finance industry.
Jason Dagley (CRD# 4340296) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alpharetta, GA and has over 17 years of experience in the finance industry.