Raymond James Financial Services

Retirement Planning Firm in Wilkesboro, NC

Firm Info
Address: 100 9th St, North Wilkesboro, NC 28659, USA
Phone: (336) 667-1500

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: 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
  • 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 Florida-based firm that offers investment advice-only as a registered investment advisory firm. The firm has been in business since 2008 and offers a range of financial planning and portfolio management services for both individuals and small businesses. With a fee-based arrangement, clients can rest assured that the firm is invested in their success as a trusted advisor. In addition to personalized financial planning and portfolio management, Raymond James Financial Services Advisors, Inc. also offers pension consulting services, the selection of other advisors, educational seminars, and workshops. Whether clients are just starting out or running an established business, the firm has the experience and expertise to provide sound investment advice and other financial services to help them reach their goals. In addition to its standard services, the firm also offers hourly and fixed-rate consultations as needed. This flexibility allows clients to receive targeted advice on specific financial matters, without committing to a long-term arrangement. Overall, Raymond James Financial Services Advisors, Inc. provides a comprehensive range of investment advisory and financial planning services for businesses and individuals alike.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC serves a diverse range of clients spanning individuals to government entities. Their clientele include high net worth individuals, banking institutions, charitable organizations, insurance companies and other corporation types not listed. Additionally, they serve pension or profit sharing plans as well as state or municipal government entities. The firm's reach covers a broad spectrum of clients, highlighting a commitment to providing financial services to all sectors of society. RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers a range of fee structures depending on the service provided. Clients can select from various options such as percentage of AUM, hourly, fixed, commissions or other types of fees. The fee structure available to the client will depend on the nature and extent of advice provided, such as financial planning, investment management or other services offered. The flexibility of the fee structures available showcases the firm's philosophy of adaptability to meet the diverse needs of their clientele. Furthermore, the diverse range of fee structure options ensures clients are not limited in selecting a financial advisor based on affordability.

Typical Clients, Fee Structures & Investment Minimum

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

How This Office Can Help Wilkesboro, NC Residents

Raymond James Financial Services provides comprehensive financial planning and investment management services to residents of Wilkesboro, NC and the surrounding areas. Their expert team of financial advisors helps clients navigate a variety of financial situations, including retirement planning, tax planning, estate planning, and investment management. Many residents of Wilkesboro, NC may be facing the challenge of planning for retirement while still managing debt and other financial obligations. Raymond James Financial Services can help clients develop a personalized retirement plan that takes into account their unique financial situation, goals, and risk tolerance. They can also provide guidance on debt management strategies and investment options that can help clients achieve their long-term financial objectives. Additionally, Raymond James Financial Services offers tax planning services to help clients minimize their tax liability and protect their wealth.

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.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Commissions
Other
Unavailable
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 100 9th St, North Wilkesboro, NC 28659, USA
Phone (336) 667-1500
Directions
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Other Office Locations

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

This firm has no other 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.