Financial ADVSR advisor directory · SEC adviser records
Raymond James Financial Services Advisors, Inc. financial advisors in Valencia, CA
Every SEC-registered investment adviser representative at a Raymond James Financial Services Advisors, Inc. office in Valencia, A to Z.
The short answer
3 registered advisors work at Raymond James Financial Services Advisors, Inc. in Valencia, out of 5,977 at the firm nationwide; it ranks number 14 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Raymond James Financial Services Advisors, Inc. advisors in Valencia, A to Z
Every Raymond James Financial Services Advisors, Inc. advisor →- Alexander K. MoranAlso a broker rep
- James R. SchrammCertified Financial Planner · Also a broker rep
- Phil R. SchrammAlso 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 Valencia
All Valencia advisors →Prosperitas Financial, LLC 29LPL Financial LLC 17Morgan Stanley 14Cetera Investment Advisers LLC 9Edward Jones 7State Farm Investment Management Corp. 5J.P. Morgan Securities LLC 4Martin & Company 4Thrivent Investment Management Inc. 4Eagle Wealth Management Group Inc. 3Global Financial Advisory Services, Inc. 3M2 Capital Advisors 3
Questions
How many financial advisors does Raymond James Financial Services Advisors, Inc. have in Valencia?
3 investment adviser representatives are registered at Raymond James Financial Services Advisors, Inc. offices in Valencia, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,977 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Raymond James Financial Services Advisors, Inc. one of the largest advisor employers in Valencia?
Raymond James Financial Services Advisors, Inc. ranks number 14 in Valencia by registered advisors; Prosperitas Financial, LLC has the most, with 29.
How do I check a Raymond James Financial Services Advisors, Inc. advisor in Valencia?
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.