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 $64,209,831,249 in 224,839 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management64,210MILLION
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Total Number of Accounts224,839ACCOUNTS
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Average Account Value$285,581
- 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
Mark Deering (CRD# 4890057) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Franklin, TN and has over 12 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 15 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 Financial Advisor working at Raymond James Financial Services Advisors, Inc. in College Station, TX and has over 5 years of experience in the finance industry.
Andrew Rodgers (CRD# 2277643) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burien, WA and has over 24 years of experience in the finance industry.
Jesse Oldfield (CRD# 5659397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 8 years of experience in the finance industry.