Raymond James Financial Services, Inc.

Overview

Raymond James Financial Services, Inc. is recorded as an independent broker-dealer that first registered with the SEC in 1974. The firm's ownership is described as a mix of a domestic entity and individual ownership. FINTRX flags the organization as not acting as a capital allocator and not operating as an active ESG investor; it is also not listed as a multi-state investment adviser, pension consultant, or related adviser in the provided snapshot. The snapshot contains limited detail about specific business lines, advisory offerings, or client segments. The available indicators point to a broker-dealer operating within a broader dealer/advisor network rather than reporting traditional adviser AUM or managed-account metrics.

Assets & Accounts

Location & Offices