Financial ADVSR advisor directory · SEC adviser records
Raymond James & Associates, Inc. financial advisors in Palm Desert, CA
Every SEC-registered investment adviser representative at a Raymond James & Associates, Inc. office in Palm Desert, A to Z.
The short answer
12 registered advisors work at Raymond James & Associates, Inc. in Palm Desert, out of 5,233 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.
Raymond James & Associates, Inc. advisors in Palm Desert, A to Z
Every Raymond James & Associates, Inc. advisor →- Charles D. AlfaroAlso a broker rep
- Lisa A. DetannaAlso a broker rep
- Paul M. DorseyCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Abu B. FarukhAlso a broker rep
- Don P. GrijalvaAlso a broker rep
- Joseph C. HornerAlso a broker rep
- Luke R. PolusAlso a broker rep
- Mitchell N. RosichCertified Financial Planner · Also a broker rep
- Elisa G. SchwartzInvestment adviser rep
- Wesley G. ScottAlso a broker rep
- Jeffrey K. SoltmanAlso a broker rep
- Terri L. SteffnerAlso a broker rep
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Raymond James & Associates, Inc. advisors in other cities
St. Petersburg, FL 612Memphis, TN 111New York, NY 109Houston, TX 86Coral Gables, FL 80Atlanta, GA 77Chicago, IL 67Boca Raton, FL 59Tampa, FL 58Miami, FL 56St Louis, MO 56Dallas, TX 55Birmingham, MI 53Louisville, KY 53Birmingham, AL 52
Other firms in Palm Desert
All Palm Desert advisors →Morgan Stanley 23Wells Fargo Clearing Services, LLC 18Keystone Private Wealth 12Cypress Wealth Services, LLC 9The Wealth Consulting Group 8Hoainvest LLC 6J.P. Morgan Securities LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5RBC Capital Markets, LLC 5D.A. Davidson & Co. 4Fortem Financial Group, LLC 4LPL Financial LLC 4
Questions
How many financial advisors does Raymond James & Associates, Inc. have in Palm Desert?
12 investment adviser representatives are registered at Raymond James & Associates, Inc. offices in Palm Desert, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,233 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.
Is Raymond James & Associates, Inc. one of the largest advisor employers in Palm Desert?
Raymond James & Associates, Inc. ranks number 4 in Palm Desert by registered advisors; Morgan Stanley has the most, with 23.
How do I check a Raymond James & Associates, Inc. advisor in Palm Desert?
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.