An unwavering dedication to the advisor-client relationship
Raymond James believes you know your clients best – and we’re committed to supporting you as you provide the exceptional service they deserve and expect. Here, you have the flexibility to choose from a full spectrum of affiliation options that offer varying levels of support to build your practice your way. And whatever option you choose, Raymond James stands behind you with the strength of world-class resources only a global financial services firm can deliver, to draw upon as needed.
Unlike firms that may see your clients as theirs, we believe relationships that started with you should stay with you, and we’ll provide you the support you need to keep them growing. You can also count on our transition team – one of the largest and most experienced in the industry – and our other experienced professionals dedicated to helping you build the business you envision.
And that’s just the beginning. From our Financial Advisor Bill of Rights to a comprehensive wealth and technology platform, there are countless reasons why financial advisors come to Raymond James – and why they stay.
We are here to help our advisors help their clients,
and we’ve succeeded because they have succeeded.”
Our Bill of Rights
We believe in putting our advisors and their clients first – so much so,
we put it in writing
Read our Client Bill of Rights Read our Financial Advisor Bill of Rights
Want to learn more?
Reach out to have a
confidential conversation today