Raymond James Financial Services

Wealth Management Firm in Yuba City, CA

Firm Info
Address: 1441 Colusa Ave, Yuba City, CA 95992, USA
Phone: (530) 790-2661

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 fee-based registered investment advisory firm that has been providing investment advice since 2008. Headquartered in Saint Petersburg, FL, the firm offers a variety of financial planning services to individuals and small businesses, including portfolio management and educational seminars and workshops. They also offer portfolio management services to businesses and institutional clients, as well as pension consulting services to assist with retirement planning. In addition to traditional financial planning services, the firm also offers hourly and fixed-rate consultations for clients seeking more targeted advice on specific financial matters. As a registered investment advisory firm, Raymond James Financial Services Advisors, Inc is focused exclusively on providing investment advice and does not engage in buying or selling securities on behalf of clients. Overall, Raymond James Financial Services Advisors, Inc is a comprehensive financial planning firm that offers a wide range of services for clients seeking personalized investment advice and thoughtful planning for their retirement and financial goals.

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 requirement for planning and investment consulting services for individuals. However, it is suggested that potential clients should consult with their IAR to determine if there are any minimum asset requirements. Clients will also be required to complete the Wealth Advisory Services agreement and pay fees that are outlined in the agreement.

How This Office Can Help Yuba City, CA Residents

Raymond James Financial Services is a reputable financial management company that provides tailored financial services to clients in Yuba City, CA. With over 60 years of experience in the financial industry, Raymond James Financial Services understands the unique financial situations that individuals and businesses in Yuba City might be facing. They provide a wide range of wealth management services including investment advisory, financial planning, and insurance to help clients achieve their financial goals. Yuba City residents might face several financial challenges such as managing debt, building wealth, funding a child's education, and planning for retirement. Raymond James Financial Services assists clients in developing and implementing a comprehensive financial plan that addresses their unique financial challenges. They offer investment advice and portfolio management services that are tailored to match clients' risk tolerance, investment goals, and time horizon. Through their wealth management services, Raymond James Financial Services assists Yuba City residents in building a secure financial future.

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 1441 Colusa Ave, Yuba City, CA 95992, USA
Phone (530) 790-2661
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.