Raymond James & Associates

Wealth Management Firm in Okaloosa County, FL

Firm Info
Address: 348 Miracle Strip Pkwy UNIT 13D, Fort Walton Beach, FL 32548, USA
Phone: (850) 664-0036

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

Get Connected with a Financial Advisor

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Raymond James & Associates, Inc. Overview

RAYMOND JAMES & ASSOCIATES, INC. is a well-established fee-based investment advisory firm headquartered in St. Petersburg, FL. The firm has been in business since 1974, proving their credibility and experience in the industry. RAYMOND JAMES & ASSOCIATES, INC. is a broker-dealer and insurance broker/agent, as well as a municipal advisor, which allows for a wider range of services to clients. RAYMOND JAMES & ASSOCIATES, INC. offers financial planning services and portfolio management for individuals and small businesses, demonstrating their dedication to helping clients achieve their financial goals. The firm also provides portfolio management for businesses or institutional clients, which gives clients the flexibility to grow their investments regardless of their company size. Moreover, RAYMOND JAMES & ASSOCIATES, INC. offers pension consulting services, which is beneficial to clients who want to ensure retirement security for themselves and their employees. In addition to the services provided, RAYMOND JAMES & ASSOCIATES, INC. offers other non-discretionary advisory services such as asset allocation, hourly and fixed rate consultations, and research to certain institutional clients. Overall, RAYMOND JAMES & ASSOCIATES, INC. offers a comprehensive range of services to cater to their clients’ diverse investment needs.

RAYMOND JAMES & ASSOCIATES, INC. is a reputable financial firm that caters to various clients, including 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. Their diverse range of clients is a testament to the firm's expertise and ability to provide personalized financial advice and solutions to meet each client's unique needs. When it comes to fee structures, RAYMOND JAMES & ASSOCIATES, INC. offers several options depending on the service provided. For clients who require investment management services, a percentage of assets under management (AUM) typically applies. This fee is calculated as a percentage of the total value of the assets that the firm manages on behalf of the client. For clients who require financial planning or other advisory services, hourly fees may be more appropriate. Alternatively, fixed fees can be charged for specific services such as tax planning or estate planning. Finally, for clients who require brokerage services, commissions are charged based on the value of the transaction. Overall, the variety of fee structures available at RAYMOND JAMES & ASSOCIATES, INC. ensures that clients can choose an arrangement that is most suitable for their specific financial needs and goals.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Raymond James & Associates, Inc., there is no investment minimum required for their planning and investment consulting services for individuals. However, potential clients should consult with their financial advisor to determine if there are any minimum asset requirements for accepting them as a client. The clients will need to complete the Wealth Advisory Services agreement and pay the fees noted in the agreement. Therefore, clients can enjoy the benefits of the firm's services without having to meet any investment minimum, but they should check with their advisor to ensure there are no further requirements or restrictions.

How This Office Can Help Okaloosa County, FL Residents

Raymond James & Associates provides comprehensive financial services to clients in Okaloosa County, FL. They understand that each client has unique financial situations and financial goals, and they work closely with them to develop a personalized plan based on their individual needs and requirements. Due to the diverse economy and growing population in Okaloosa County, FL, many residents may face a variety of financial challenges, such as planning for retirement, managing debt, saving for college, or purchasing a home. Raymond James & Associates can assist with all of these financial situations and more through investment, retirement, and estate planning, as well as wealth management services. Whether a client is a first-time investor or has a more complex financial portfolio, Raymond James & Associates is dedicated to providing them with the guidance and expertise needed to achieve their financial goals.

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 348 Miracle Strip Pkwy UNIT 13D, Fort Walton Beach, FL 32548, USA
Phone (850) 664-0036
Directions
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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.