Raymond James & Associates

Retirement Planning Firm in Texarkana, TX

Firm Info
Address: 2315 Moores Ln, Texarkana, TX 75503, USA
Phone: (903) 223-1811

Firm Size
Assets Under Management: $331 billion
# of Advisors: 4,916
# of Clients: 869,177
Client to Advisor Ratio: 177:1
Average Account Size: $380,820
# of Offices: 1

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

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

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Raymond James & Associates, Inc. Overview

Raymond James & Associates, Inc. is a fee-based investment advisory firm headquartered in St. Petersburg, Florida. Since its founding in 1974, the firm has established itself as a reputable broker-dealer and insurance broker/agent, as well as a municipal advisor providing investment advice. Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. The firm also offers a range of other services, including non-discretionary advisory services, asset allocation, hourly and fixed-rate consultations, and research provision to certain institutional clients. As a fee-based firm, Raymond James & Associates, Inc. is dedicated to providing its clients with objective and transparent investment advice, focused on their individual needs and circumstances. With its extensive experience and wide range of services, Raymond James & Associates, Inc. is well-positioned to help clients achieve their financial goals, whether they are individuals seeking to build and manage their personal wealth, or businesses and institutions looking to optimize their investments and retirement plans.

RAYMOND JAMES & ASSOCIATES, INC. serves a wide variety of clients across industries and sectors. Their diverse roster includes individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, as well as other corporation types not listed. The firm prides itself on providing personalized solutions and top-tier financial advice to suit the unique needs of each client. RAYMOND JAMES & ASSOCIATES, INC. offers a range of fee structures to clients depending on the services provided. These structures include percentage of assets under management, hourly and fixed fees, as well as commissions. The fee structure selected will depend on the nature of the service provided, and clients can expect transparency and clarity from the firm throughout the process. The firm is committed to providing comprehensive and highly individualized financial advice that is tailored to the specific goals and needs of each client. With a diverse set of fee structures and a focus on building lasting relationships built on transparency and trust, RAYMOND JAMES & ASSOCIATES, INC. is a top choice for clients in need of world-class financial advisory services.

Typical Clients, Fee Structures & Investment Minimum

RAYMOND JAMES & ASSOCIATES, INC.'s Part 2 Brochure does not mention an investment minimum for their planning and/or investment consulting services for individuals. However, they advise consulting with a financial advisor to determine whether there are any minimum asset requirements as a condition of accepting a client. Clients will be required to complete the Wealth Advisory Services agreement and pay fees as noted in the agreement.

How This Office Can Help Texarkana, TX Residents

Raymond James & Associates provides a wide range of financial services to clients in Texarkana, TX. They assist individuals and families with retirement planning, investment management, tax planning, estate planning, and more. Raymond James & Associates has a team of experienced financial advisors who work closely with clients to understand their unique financial situations and develop customized solutions to help them achieve their goals. Texarkana, TX is a growing community with many unique financial challenges. For example, many residents may be facing complex estate planning needs due to the area's high concentration of small business owners and entrepreneurs. Additionally, many residents may be interested in investing in alternative assets such as real estate or precious metals, and Raymond James & Associates can help with these types of investments. Overall, Raymond James & Associates is well-equipped to assist clients in Texarkana, TX with a variety of financial needs.

To view the Minimum Investment and Fee Schedule for Raymond James & Associates, Inc., visit their Part 2 Brochure.

Services Offered by Raymond James & Associates, 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 & Associates, 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.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Unavailable
Subscription (Newsletter or Periodical)
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 2315 Moores Ln, Texarkana, TX 75503, USA
Phone (903) 223-1811
Directions
Google My Business Reviews:

Other Office Locations

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

This firm has no other locations.

State Registrations

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