Financial ADVSR advisor directory · SEC adviser records
Raymond James Financial Services Advisors, Inc. financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Raymond James Financial Services Advisors, Inc. office in Charlotte, A to Z.
The short answer
30 registered advisors work at Raymond James Financial Services Advisors, Inc. in Charlotte, out of 5,977 at the firm nationwide; it ranks number 25 in the city by advisors. 10 list the CFP designation and 30 are also registered broker representatives.
Raymond James Financial Services Advisors, Inc. advisors in Charlotte, A to Z
Every Raymond James Financial Services Advisors, Inc. advisor →- John P. AgerCertified Financial Planner · Also a broker rep
- Ivey G. BakerCertified Financial Planner · Also a broker rep
- Dwayne M. DeatherageAlso a broker rep
- Matthew T. FallawCertified Financial Planner · Also a broker rep
- Paul A. GaskinAlso a broker rep
- Robert J. GaskinAlso a broker rep
- William E. GrossChartered Financial Analyst · Also a broker rep
- Andrew J. GutheAlso a broker rep
- Lisa L. HanlineChartered Financial Consultant · Also a broker rep
- Austin K. HarrisAlso a broker rep
- Ross E. HendrixAlso a broker rep
- Glenn A. HinesCertified Financial Planner · Also a broker rep
- Joshua E. HolbyCertified Financial Planner · Also a broker rep
- Henry L. HunterAlso a broker rep
- Matthew L. KernAlso a broker rep
- Adam M. LeachAlso a broker rep
- Michael A. MordentiAlso a broker rep
- Nicholas A. NielsenCertified Financial Planner · Also a broker rep
- Nathan D. PetersonAlso a broker rep
- James A. PowellCertified Financial Planner · Also a broker rep
- Dennis S. RankowitzCertified Financial Planner · Also a broker rep
- Philip M. SaliceAlso a broker rep
- Lisa M. ShawAlso a broker rep
- Susan R. ShoeAlso a broker rep
- Summer M. SneedAlso a broker rep
- Safiya R. UpchurchAlso a broker rep
- Stuart B. WainscottCertified Financial Planner · Also a broker rep
- Jeffrey M. WaltersCertified Financial Planner · Also a broker rep
- Joseph J. WindAlso a broker rep
- Gordon C. Woodruff Jr.Also 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 31Phoenix, AZ 29St Petersburg, FL 28Clearwater, FL 27Tampa, FL 27Virginia Beach, VA 26Bellevue, WA 25Jacksonville, FL 25
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Raymond James Financial Services Advisors, Inc. have in Charlotte?
30 investment adviser representatives are registered at Raymond James Financial Services Advisors, Inc. offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 5,977 nationwide. 10 list the CFP designation and 30 are also registered as broker representatives.
Is Raymond James Financial Services Advisors, Inc. one of the largest advisor employers in Charlotte?
Raymond James Financial Services Advisors, Inc. ranks number 25 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Raymond James Financial Services Advisors, Inc. advisor in Charlotte?
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.