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Financial ADVSR advisor directory · SEC adviser records

Raymond James Financial Services Advisors, Inc. financial advisors in Montana

Every SEC-registered investment adviser representative at a Raymond James Financial Services Advisors, Inc. office in Montana, by city and A to Z.

The short answer

25 registered advisors work at Raymond James Financial Services Advisors, Inc. in Montana, out of 5,977 nationwide; it's the firm's number 42 state by advisors, and the most are in Bozeman (11). 3 list the CFP designation and 23 are also registered broker representatives.

Raymond James Financial Services Advisors, Inc. advisors by city in Montana

Every firm in Montana →

Bozeman 11Billings 5Kalispell 4Boszeman 1Forsyth 1Havre 1Helena 1Whitefish 1

Raymond James Financial Services Advisors, Inc. advisors in Montana, A to Z

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Raymond James Financial Services Advisors, Inc. advisors in every state →Raymond James Financial Services Advisors, Inc.: assets, clients and custodians →Raymond James news and advisor moves →Advisor Moves: who changed firms this week →

Raymond James Financial Services Advisors, Inc. in other states

Florida 817Texas 406California 291Ohio 273Tennessee 236Pennsylvania 229Michigan 225Virginia 217North Carolina 213Washington 196Georgia 191Illinois 176New York 172Colorado 171Oregon 125New Jersey 124Arizona 110Massachusetts 109Maryland 109Indiana 99Wisconsin 99Utah 97Alabama 95Missouri 91Kentucky 86Minnesota 85South Carolina 78Connecticut 77Mississippi 73Kansas 71Arkansas 58Oklahoma 55Louisiana 53Nebraska 53Hawaii 45Iowa 45South Dakota 39New Hampshire 38Maine 37North Dakota 26Idaho 25New Mexico 25West Virginia 25Nevada 21Wyoming 18Delaware 14Alaska 12Vermont 9Rhode Island 3

Questions

How many Raymond James Financial Services Advisors, Inc. financial advisors are in Montana?

25 investment adviser representatives are registered at Raymond James Financial Services Advisors, Inc. offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 5,977 at the firm nationwide. 3 list the CFP designation and 23 are also registered as broker representatives.

Where in Montana does Raymond James Financial Services Advisors, Inc. have the most advisors?

Bozeman, with 11, then Billings (5). Raymond James Financial Services Advisors, Inc. has advisors in 8 cities in Montana.

How do I check a Raymond James Financial Services Advisors, Inc. advisor in Montana?

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.