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Financial ADVSR advisor directory · SEC adviser records

Raymond James Financial Services Advisors, Inc. financial advisors in Orem, UT

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

The short answer

4 registered advisors work at Raymond James Financial Services Advisors, Inc. in Orem, out of 5,977 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

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

Every Raymond James Financial Services Advisors, Inc. advisor →

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 Orem

All Orem advisors →

Diversify Wealth Management, LLC 17Transamerica Financial Advisors, LLC 16Peterson Wealth Advisors, LLC 13Squire Wealth Advisors 11Blue Barn Wealth 7Strategic Advisers LLC 7Momentum Wealth Management 6Exponent Wealth LLC 5Keeler Thomas Management LLC 4Savvy 4Morgan Stanley 3Sandlot Private Wealth LLC 3

Questions

How many financial advisors does Raymond James Financial Services Advisors, Inc. have in Orem?

4 investment adviser representatives are registered at Raymond James Financial Services Advisors, Inc. offices in Orem, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 5,977 nationwide. 0 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 Orem?

Raymond James Financial Services Advisors, Inc. ranks number 10 in Orem by registered advisors; Diversify Wealth Management, LLC has the most, with 17.

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

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.