You selected us. We selected Raymond James. Raymond James is the financial institution that holds our clients’ accounts. Raymond James gives us access to a wealth of resources and expertise allowing us to provide the sophisticated capabilities and resources of a full-service self-clearing New York Stock Exchange member firm. Raymond James is dedicated to providing us with industry-leading research, technology and operational support. More than 8000 advisors* across the country trust Raymond James to provide the services and support for their business and administer more than half-a-trillion dollars in client assets.
*As of 9/30/2019.