Raymond James Financial Services, Inc.
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 6694
- Registered since
- May 16, 1974
- Website
- www.raymondjames.com
Firm profile
FINTRXOverview
Raymond James Financial Services, Inc. is organized as a corporation and is classified in the data set as an independent broker-dealer. The firm’s SEC registration dates back to 1974. The snapshot identifies the owner type as a domestic entity/individual and lists a number of negative flags in the dataset — it is not characterized as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The source provides limited detail on specific business lines, fee schedules, or client segments; the core identification in the record is its role as an independent broker-dealer.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 183
Sean Budlong
Chief Executive OfficerCRD 5889110

Lori Bleamer
Chief Operating OfficerCRD 4439920

Bradley Lester
Chief Executive OfficerCRD 2861828
Contacts
3 of 7315
Jacquelyn King
Registered Client AssociateCRD 6534421
Thomas Takach
Registered RepresentativeCRD 5985322

Nicholas Manns
Financial AdvisorCRD 6656061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 880 Carillon Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Aria Capital Advisors, LLC
Broker-DealerSt Petersburg, FL
Amuni Financial, Inc.
Broker-DealerSt Petersburg, FL
Raymond James & Associates, Inc.
Broker-DealerSt Petersburg, FL
Saturn Capital, Inc.
Broker-DealerSt Petersburg, FL
Carillon Fund Distributors, Inc.
Broker-DealerSt Petersburg, FL
Stockkings Capital LLC
Broker-DealerSt Petersburg, FL