Financial ADVSR advisor directory · SEC adviser records
Raymond James & Associates, Inc. financial advisors in Traverse City, MI
Every SEC-registered investment adviser representative at a Raymond James & Associates, Inc. office in Traverse City, A to Z.
The short answer
11 registered advisors work at Raymond James & Associates, Inc. in Traverse City, out of 5,233 at the firm nationwide; it ranks number 4 in the city by advisors. 3 list the CFP designation and 11 are also registered broker representatives.
Raymond James & Associates, Inc. advisors in Traverse City, A to Z
Every Raymond James & Associates, Inc. advisor →- Cole T. BladesAlso a broker rep
- Dennis J. BrodeurAlso a broker rep
- Trevis E. GillowAlso a broker rep
- Harold T. JandreskiCertified Financial Planner · Also a broker rep
- Lauri L. McDougallAlso a broker rep
- Jeffrey K. PascheAlso a broker rep
- Lucas W. SettineriCertified Financial Planner · Also a broker rep
- Mandi L. ShellenbargerAlso a broker rep
- Susan L. StepkaAlso a broker rep
- James W. StoopsAlso a broker rep
- Jennifer A. YoukerCertified Financial Planner · Also a broker rep
Raymond James & Associates, Inc. advisors in every city and state →Raymond James & Associates, Inc.: assets, clients and custodians →Raymond James news and advisor moves →Raymond James & Associates, Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →
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 Traverse City
All Traverse City advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 17LPL Financial LLC 15Wells Fargo Clearing Services, LLC 13Ameriprise Financial Services, LLC 9Edward Jones 9Robert W. Baird & Co. Incorporated 9Stifel, Nicolaus & Company, Incorporated 9Centennial Wealth Advisory, LLC 8Old Mission Investment Company, LLC 8J.P. Morgan Securities LLC 7Morgan Stanley 6State Farm Investment Management Corp. 6
Questions
How many financial advisors does Raymond James & Associates, Inc. have in Traverse City?
11 investment adviser representatives are registered at Raymond James & Associates, Inc. offices in Traverse City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 5,233 nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.
Is Raymond James & Associates, Inc. one of the largest advisor employers in Traverse City?
Raymond James & Associates, Inc. ranks number 4 in Traverse City by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.
How do I check a Raymond James & Associates, Inc. advisor in Traverse City?
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.