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Raymond James Financial Services Advisors, Inc. financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Raymond James Financial Services Advisors, Inc. office in Newport Beach, A to Z.
The short answer
11 registered advisors work at Raymond James Financial Services Advisors, Inc. in Newport Beach, out of 5,977 at the firm nationwide; it ranks number 33 in the city by advisors. 3 list the CFP designation and 11 are also registered broker representatives.
Raymond James Financial Services Advisors, Inc. advisors in Newport Beach, A to Z
Every Raymond James Financial Services Advisors, Inc. advisor →- Samuel J. BausermanAlso a broker rep
- Yvan H. CaoAlso a broker rep
- Ryan P. DewaneAlso a broker rep
- Shawn P. DewaneAlso a broker rep
- Tracey A. DewaneAlso a broker rep
- Phillip M. FaubertAlso a broker rep
- Asia T. PhanCertified Financial Planner · Also a broker rep
- Floyd L. SchwartzCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Trevor L. SchwartzCertified Financial Planner · Also a broker rep
- Adam K. SmithAlso a broker rep
- Roderic L. Smith Sr.Also a broker rep
Raymond James Financial Services Advisors, Inc. advisors in every city and state →Raymond James Financial Services Advisors, Inc.: assets, clients and custodians →Raymond James news and advisor moves →Raymond James Financial Services Advisors, Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →
Raymond James Financial Services Advisors, Inc. advisors in other cities
Saint Petersburg, FL 154St. Petersburg, FL 56Nashville, TN 46Orlando, FL 41Dallas, TX 38Colorado Springs, CO 33Atlanta, GA 32Honolulu, HI 31Charlotte, NC 30Phoenix, AZ 29St Petersburg, FL 28Clearwater, FL 27Tampa, FL 27Virginia Beach, VA 26Bellevue, WA 25
Other firms in Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38
Questions
How many financial advisors does Raymond James Financial Services Advisors, Inc. have in Newport Beach?
11 investment adviser representatives are registered at Raymond James Financial Services Advisors, Inc. offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,977 nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.
Is Raymond James Financial Services Advisors, Inc. one of the largest advisor employers in Newport Beach?
Raymond James Financial Services Advisors, Inc. ranks number 33 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Raymond James Financial Services Advisors, Inc. advisor in Newport Beach?
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 Financial Services Advisors, 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.