Raymond James Financial Services

Wealth Management Firm in Mechanicsburg, PA

Firm Info
Address: 4823 E Trindle Rd #200, Mechanicsburg, PA 17050, USA
Phone: (717) 761-8100

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

Established since 2008, Raymond James Financial Services Advisors, Inc is an investment advisory firm that caters to individuals, small businesses, and institutional clients. The company is based in Saint Petersburg, FL, with a team of experienced professionals committed to providing exceptional investment advice. As a fee-based organization, Raymond James Financial Services Advisors operates on fee arrangements that facilitate unbiased, objective investment advice solely based on the best interests of clients. Raymond James Financial Services Advisors offers a wide range of services tailored to meet the needs of individual and corporate clients. These services include financial planning, portfolio management for individuals, small businesses, and institutional clients, pension consulting services, and the selection of other advisors. Additionally, they provide educational seminars and workshops to help clients stay up-to-date and informed on the latest trends in the investment market. In addition to these services, Raymond James Financial Services Advisors offers hourly and fixed-rate consultations. These consultations are designed to provide clients with customized solutions that fit their specific needs. The firm's goal is to provide comprehensive investment services that empower clients to achieve their financial objectives. Overall, Raymond James Financial Services Advisors is committed to transparency and strives to facilitate open communication to ensure that clients are well-informed and comfortable with their investment decisions.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers a variety of services to a diverse range of clients. These include individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies, and other corporation types not listed. With such a broad scope of clients, the advisors at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC have developed a thorough understanding of the investment needs and priorities of different clients. The firm's advisors work diligently to provide customized investment plans and guidance that align with each client's unique goals and financial situation. When it comes to fee structures, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC offers a range of choices to clients depending on the services being provided. These include percentage of AUM, hourly rates, fixed fees, commissions, and other types of fees. The firm's advisors work with clients to determine which fee structure is best suited for their individual needs and preferences. The choice of fee structure allows clients to have transparency around the costs of services. This is crucial for clients who value transparent and ethical practices. In this way, RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC continues its legacy of providing innovative and dynamic wealth management services to its clients.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Raymond James Financial Services Advisors, Inc does not require a minimum asset amount for planning and/or investment consulting services for individuals. However, individuals 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.

How This Office Can Help Mechanicsburg, PA Residents

Raymond James Financial Services offers a wide range of financial services to clients in Mechanicsburg, PA. With a focus on personalized solutions, they provide expert advice and guidance to clients facing various financial situations. For those who are planning for retirement, Raymond James can provide assistance with retirement income planning, investment management, and tax-efficient strategies. They can also help clients navigate the complex world of Social Security and Medicare. Other financial situations that someone in Mechanicsburg, PA may face include saving for their children's college education, managing their wealth, or dealing with the financial impact of divorce or death. Raymond James offers comprehensive financial planning services to address these issues, taking into account the unique circumstances and goals of each client. Ultimately, their goal is to help clients achieve financial freedom and peace of mind, no matter what challenges they may be facing.

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 4823 E Trindle Rd #200, Mechanicsburg, PA 17050, USA
Phone (717) 761-8100
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.