Raymond James

Financial Advisor in Ocala, FL

Firm Info
Address: 1900 SE 18th Ave # 200, Ocala, FL 34471, USA
Phone: (352) 629-9138

Firm Size
Assets Under Management: $902 million
# of Advisors: 105
# of Clients: 2,469
Client to Advisor Ratio: 24:1
Average Account Size: $365,323
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

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

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


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Raymond James (Usa) Ltd Overview

Raymond James (USA) Ltd is a fee-based registered investment advisory firm that has been in business since 2011. The firm is headquartered in Vancouver and primarily operates as a broker-dealer while providing investment advice to clients. Their fee arrangement emphasizes transparency and aligning their interests with those of their clients. Raymond James (USA) Ltd offers a range of services to meet their clients' financial needs. They provide financial planning services to ensure a holistic approach is taken to their clients' needs. Portfolio management for individuals and small businesses is also provided, ensuring the tailored management of investments based on client objectives. Clients are able to select other advisors within Raymond James (USA) Ltd if they require additional specialists to help manage their wealth. Additionally, Raymond James (USA) Ltd publishes newsletters and periodicals that showcase investment strategies and current market trends. These publications provide clients with more detailed insights into the firm's approach to investing, facilitating a deeper understanding of how Raymond James (USA) Ltd manages their clients' wealth. With Raymond James (USA) Ltd's diverse range of services, clients can trust that their investments are well managed and optimized for future growth.

, hourly rates, flat fees, and commission-based fees. Raymond James (USA) Ltd, a reputable financial services firm, caters to a diverse range of clients from individuals to high net worth individuals. With a strong and impressive reputation in the industry, the firm offers an array of personalized and comprehensive services to meet the unique needs of each client. The fee structures available within the firm vary depending on the type of service provided. Clients can benefit from a percentage of AUM fee, an hourly rate fee, a flat fee, or a commission-based fee. The percentage of AUM fee is a standard fee structure wherein the client pays a percentage of their total assets under management. Hourly rates are charged based on the time spent, while flat fees are charged for specific services rendered. Commission-based fees involve the firm making money through the trades, investments or financial products recommended to the client. Raymond James (USA) Ltd aims to provide transparency and exceptional value for money, allowing clients to choose the fee structure that works best for their financial goals and circumstances.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure note about investment minimum for RAYMOND JAMES (USA) LTD, the firm has specified investment minimums for certain types of accounts or investments, but these minimums may vary depending on the specific circumstances of the investment. However, the brochure does not mention a specific investment minimum that applies across all accounts or investments offered by the firm. Clients should consult with their advisor or contact the firm directly to determine the investment minimum for their specific situation.

How This Office Can Help Ocala, FL Residents

Raymond James assists clients in Ocala, FL, by providing them with a range of financial services to help them meet their specific goals and needs. Whether it's planning for retirement, saving for a child's education, or managing investment portfolios, Raymond James financial advisors offer personalized investment advice and planning tailored to each client's needs. Given Ocala's status as a retiree haven, many clients in Ocala may be facing financial issues specific to retirement. With the help of Raymond James financial advisors, clients can develop a comprehensive retirement income plan that takes into account their current financial situation, future goals, and the impact of taxes and inflation. Additionally, many clients in Ocala may have significant wealth tied up in real estate holdings, and may benefit from a financial advisor's expertise in portfolio diversification to help them better manage their risk and secure their financial future. Whether it's navigating the complex tax landscape or preparing for the unexpected, Raymond James provides clients in Ocala with the tools and guidance they need to build a solid financial foundation for the future.


Services Offered by Raymond James (Usa) Ltd

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 (Usa) Ltd 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.

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

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 1900 SE 18th Ave # 200, Ocala, FL 34471, USA
Phone (352) 629-9138
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2100-925 WEST GEORGIA STREET, VANCOUVER, V6C3L2, Canada

This firm has no other locations.


Disciplinary History

Raymond James (Usa) Ltd does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs