Raymond James

Wealth Management Firm in Calhoun County, AL

Firm Info
Address: 626-B Leighton Ave, Anniston, AL 36207, USA
Phone: (256) 831-6311

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)

Get Connected with a Financial Advisor

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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. With headquarters located in Vancouver, the firm provides investment advice and financial planning services to individuals and small businesses. As a broker-dealer, RAYMOND JAMES (USA) LTD also offers portfolio management services and has a selection of other advisors available to assist clients with their investment needs. Clients of the firm can expect to receive unbiased recommendations and advice as they work towards achieving their financial goals. In addition, RAYMOND JAMES (USA) LTD also publishes periodicals and newsletters to keep clients up-to-date on the latest industry news and trends. With its focus on providing quality service and investment advice, the firm has established itself as a trusted partner for clients seeking to build and manage their wealth.

Raymond James (USA) Ltd is a full-service financial advisory firm that caters to a diverse clientele. The firm serves individuals from all walks of life, from those just starting their financial journey to those who have already accumulated significant wealth. In addition to individuals, RAYMOND JAMES (USA) LTD also serves high net worth individuals who require specialized services to navigate the complexities of their unique financial situations. The firm's client base includes professionals, business owners, retirees, and families. Raymond James (USA) Ltd recognizes that every client has different financial needs and goals, which is why the firm offers a variety of fee structures based on the services provided. One common fee structure is a percentage of assets under management (AUM), which is a fee levied as a percentage of the total assets a client has invested with the firm. This often includes investment management and financial planning services, among other services RAYMOND JAMES (USA) LTD offers. Alternatively, the firm may offer clients the option of a flat fee or an hourly rate for certain services, such as financial planning or tax preparation. Regardless of the fee structure chosen, clients can expect a high level of expertise and personalized attention from the team at RAYMOND JAMES (USA) LTD.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of RAYMOND JAMES (USA) LTD, the firm does not mention any specific investment minimum requirements. Therefore, it can be assumed that the firm does not have any investment minimums, or they may vary depending on the specific investment strategy or product. Individuals seeking to invest with the firm should directly contact RAYMOND JAMES (USA) LTD and inquire about any minimum investment requirements.

How This Office Can Help Calhoun County, AL Residents

Raymond James offers a range of financial services to assist clients in Calhoun County, AL. The region presents unique challenges when it comes to finances, including a relatively high poverty rate and low median household income. Clients in the area might require financial planning assistance, investment advice, or help with managing their estate. Raymond James helps individuals navigate these challenges by offering tailored solutions that are customized to their specific needs. For clients in Calhoun County, AL, Raymond James can provide a wide variety of financial guidance. For example, the firm can assist those looking to plan for retirement or invest their money wisely. With expertise in estate planning, investment management, and more, the Raymond James team can help clients make informed decisions that align with their long-term goals and aspirations. Overall, the company's mission is to provide high-quality, personalized financial advice and support that helps individuals and families in Calhoun County achieve financial stability and security.


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 626-B Leighton Ave, Anniston, AL 36207, USA
Phone (256) 831-6311
Directions
Google My Business Reviews:
3 Stars

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.