Raymond James Financial Services

Financial Advisor in Elko County, NV

Firm Info
Address: 993 Court St, Elko, NV 89801, USA
Phone: (775) 738-2707

Firm Size
Assets Under Management: $272 billion
# of Advisors: 5,571
# of Clients: 846,581
Client to Advisor Ratio: 152:1
Average Account Size: $321,292
# of Offices: 90

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Commissions
  • Other

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Raymond James Financial Services Advisors, Inc Overview

Raymond James Financial Services Advisors, Inc is a registered investment advisory firm that provides investment advice services exclusively. Based in Saint Petersburg, FL, it has been in business since 2008. Raymond James Financial Services Advisors, Inc operates on a fee-based arrangement, meaning that clients pay a fee for the firm's services. The firm offers a comprehensive range of services to meet the diverse needs of its clients. These services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisors. Raymond James Financial Services Advisors, Inc also provides educational seminars and workshops to help clients stay informed on the latest market trends and financial strategies. In addition to the services listed above, the firm also offers hourly and fixed rate consultations. This additional service is beneficial for clients who require more specific or individualized advice. With their wealth of experience and knowledge, Raymond James Financial Services Advisors, Inc is devoted to helping clients achieve their financial goals, no matter how big or small.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC caters to a wide range of clients from different backgrounds. This includes individuals seeking wealth management services, high net worth individuals, corporate entities such as banking institutions, insurance companies, and charitable organizations as well as state and municipal government entities, and pension or profit sharing plans. The goal of the firm is to provide customized financial solutions that align with the client's unique financial priorities. The fee structures offered by RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC vary depending on the client's requirements and services provided. The firm offers a variety of options such as percentage of assets under management (AUM), hourly fees, fixed fees, commissions, and other types of fees. The AUM model is structured based on a fee percentage of the total amount of investments and assets under management. This allows clients to better understand the fees based on the total value of their assets. The hourly fee structure is a flat rate paid for the time and effort spent on asset management and financial planning. Fixed fees are charged for specific financial planning services such as estate planning, insurance analysis, and tax planning. Additionally, commissions are earned through the purchase or sale of securities. Through these various fee structures, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers tailored solutions that are cost-effective and transparent to its clients.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Raymond James Financial Services Advisors, Inc does not mention an investment minimum for their planning and/or investment consulting services for individuals. However, clients are advised to consult with their IAR to determine if there are any minimum asset requirements for accepting them as a client. Clients will be required to complete a Wealth Advisory Services agreement and pay fees as noted in the agreement.

How This Office Can Help Elko County, NV Residents

Raymond James Financial Services provides financial guidance and support to clients residing in Elko County, NV to help them achieve their financial goals. The team offers a range of services, including investment management, retirement planning, estate planning, and tax planning. Clients in Elko County, NV may be facing unique financial challenges such as the need to diversify investments in the mining and natural resource industries, managing fluctuating income from seasonal employment, and navigating the tax implications of mining-related income. With a deep understanding of the local economy and its specific needs, the team at Raymond James Financial Services provides tailored financial solutions to help clients in Elko County, NV manage their finances effectively.

To view the Minimum Investment and Fee Schedule for Raymond James Financial Services Advisors, Inc, visit their Part 2 Brochure.

Services Offered by Raymond James Financial Services Advisors, Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Raymond James Financial Services Advisors, Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 993 Court St, Elko, NV 89801, USA
Phone (775) 738-2707
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Other Office Locations

Firm Headquarters
Firm headquarters location 880 CARILLON PARKWAY , SAINT PETERSBURG, FL 33716, United States

Displaying first 48 of the 89 total office locations:

State Registrations

Raymond James Financial Services Advisors, Inc is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Raymond James Financial Services Advisors, Inc does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


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