Financial ADVSR advisor directory · SEC adviser records
Raymond James Financial Services Advisors, Inc. financial advisors in Lake Worth, FL
Every SEC-registered investment adviser representative at a Raymond James Financial Services Advisors, Inc. office in Lake Worth, A to Z.
The short answer
4 registered advisors work at Raymond James Financial Services Advisors, Inc. in Lake Worth, out of 5,977 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Raymond James Financial Services Advisors, Inc. advisors in Lake Worth, A to Z
Every Raymond James Financial Services Advisors, Inc. advisor →- Douglas J. FrevertCertified Financial Planner · Also a broker rep
- Allyn K. HoltAlso a broker rep
- Tracy L. SilpeCertified Financial Planner · Also a broker rep
- Leslie O. SousaAlso 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 Lake Worth
All Lake Worth advisors →Pfs Investments Inc. 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Osaic Wealth, Inc. 4Strategic Advisers LLC 41st Discount Brokerage, Inc. 3J.P. Morgan Securities LLC 3LPL Financial LLC 3
Questions
How many financial advisors does Raymond James Financial Services Advisors, Inc. have in Lake Worth?
4 investment adviser representatives are registered at Raymond James Financial Services Advisors, Inc. offices in Lake Worth, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,977 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Raymond James Financial Services Advisors, Inc. one of the largest advisor employers in Lake Worth?
Raymond James Financial Services Advisors, Inc. ranks number 4 in Lake Worth by registered advisors; Pfs Investments Inc. has the most, with 5.
How do I check a Raymond James Financial Services Advisors, Inc. advisor in Lake Worth?
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.