Raymond James (usa) Ltd

Raymond James (usa) Ltd (CRD# 25853) is a financial advisory firm headquartered in Vancouver, . They manage $209,628,966 in 552 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $379,763
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MA, NH, NY, TX, WA

Financial Advisors at Raymond James (usa) Ltd
Showing 1 - 10 of 47 top financial advisors.
1
Lawrence J. Eiben
CRD#: 4184377
Suite 2100, 925 West Georgia Street, Vancouver, Bc, V6C 3
96
Wealthminder
score

Lawrence Eiben (CRD# 4184377) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, Bc, and has over 17 years of experience in the finance industry. Lawrence Eiben 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.

2
Shamez M. Kassam
CRD#: 4943514
Suite # 222, 40 Sunpark Plaza Se, Calgary, Alberta, T2X 3
96
Wealthminder
score

Shamez Kassam (CRD# 4943514) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Calgary, Alberta, and has over 12 years of experience in the finance industry.

3
Dixie L. Klaibert
CRD#: 4672459
Suite 501 - 747 Fort Street, Victoria, British Columbia, V8W 3
96
Wealthminder
score

Dixie Klaibert (CRD# 4672459) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Victoria, British Columbia, and has over 14 years of experience in the finance industry.

4
Leonard J. Schikkerling
CRD#: 6025050
925 West Georgia St, Suite 2100-a, Vancouver, V6C 3
96
Wealthminder
score

Leonard Schikkerling (CRD# 6025050) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, and has over 6 years of experience in the finance industry.

5
Ashley G. Chester
CRD#: 5459628
925 West Georgia Street - 2100, Vancouver, B.c., V6C 3
93
Wealthminder
score

Ashley Chester (CRD# 5459628) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, B.c., and has over 10 years of experience in the finance industry.

6
James I. Dalrymple
CRD#: 5780880
925 West Georgia St, Suite 2100-a, Vancouver, V6C 3
93
Wealthminder
score

James Dalrymple (CRD# 5780880) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, and has over 8 years of experience in the finance industry.

7
April M. Dorey
CRD#: 5528668
925 West Georgia St, Suite 2100-a, Vancouver, V6C 3
93
Wealthminder
score

April Dorey (CRD# 5528668) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, and has over 9 years of experience in the finance industry.

8
Rebecca A. Fairbanks
CRD#: 2796696
925 West Georgia Street - 2100, Vancouver, B.c., V6C 3
93
Wealthminder
score

Rebecca Fairbanks (CRD# 2796696) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, B.c., and has over 21 years of experience in the finance industry.

9
William B. Krutow
CRD#: 2898343
925 West Georgia Street - 2100, Vancouver, B.c., V6C 3
93
Wealthminder
score

William Krutow (CRD# 2898343) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, B.c., and has over 10 years of experience in the finance industry.

10
Milene B. Kudlinski
CRD#: 6052320
925 West Georgia Street - 2100, Vancouver, B.c., V6C 3
93
Wealthminder
score

Milene Kudlinski (CRD# 6052320) is an Investment Advisor Representative working at Raymond James (usa) Ltd in Vancouver, B.c., and has over 5 years of experience in the finance industry.

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