Financial ADVSR advisor directory · SEC adviser records
Raymond James & Associates, Inc. financial advisors in Calabasas, CA
Every SEC-registered investment adviser representative at a Raymond James & Associates, Inc. office in Calabasas, A to Z.
The short answer
3 registered advisors work at Raymond James & Associates, Inc. in Calabasas, out of 5,233 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.
Raymond James & Associates, Inc. advisors in Calabasas, A to Z
Every Raymond James & Associates, Inc. advisor →- David B. BermanAlso a broker rep
- Adam Z. HandInvestment adviser rep
- Magdalena M. LesmanaAlso a broker rep
Raymond James & Associates, Inc. advisors in every city and state →Raymond James & Associates, Inc.: assets, clients and custodians →Raymond James news and advisor moves →Raymond James & Associates, Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →
Raymond James & Associates, Inc. advisors in other cities
St. Petersburg, FL 614Memphis, TN 112New York, NY 107Houston, TX 88Atlanta, GA 82Coral Gables, FL 81Chicago, IL 70Boca Raton, FL 58St Louis, MO 58Tampa, FL 56Miami, FL 55Birmingham, MI 54Dallas, TX 54Birmingham, AL 53Louisville, KY 53
Other firms in Calabasas
All Calabasas advisors →Morton Wealth 25Ameriprise Financial Services, LLC 22LPL Financial LLC 5Edward Jones 4Hightower Advisors, LLC 4J.P. Morgan Securities LLC 4Private Wealth Solutions, LLC 4Focus Partners Wealth, LLC 3Kestra Advisory Services, LLC 3Triagen Wealth Management LLC 3
Questions
How many financial advisors does Raymond James & Associates, Inc. have in Calabasas?
3 investment adviser representatives are registered at Raymond James & Associates, Inc. offices in Calabasas, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,233 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.
Is Raymond James & Associates, Inc. one of the largest advisor employers in Calabasas?
Raymond James & Associates, Inc. ranks number 10 in Calabasas by registered advisors; Morton Wealth has the most, with 25.
How do I check a Raymond James & Associates, Inc. advisor in Calabasas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Raymond James & Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.