Raymond James’ culture and extensive resources enable us to serve our clients effectively with their best interests as our top priority. Raymond James was the first financial services firm to create a Client Bill of Rights and Responsibilities in 1994. Today, our industry has recognized this document as a best practice and many firms have followed its example.
- The Firm Has an Individual Client Focus: Raymond James is a firm with its roots in the business of providing financial guidance and planning to individual investors and families. This remains the firm’s primary business today. Raymond James has been a leader in the industry with client-focused decision-making since the company’s founding in 1962.
- Full Resources of a Large, Multinational Financial Services Firm: Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 10,000 associates worldwide and revenues of $2.6 billion in 2009, the company’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.
- A Culture of Independence and Objectivity: As financial advisors, we are given flexibility and independence to serve our clients without a corporate “push” of proprietary products. We have access to one of the widest platforms of product choices and account types in our industry with access to over 20,000 mutual funds, 100 money managers and 60 insurance carriers.
- Consistent Leadership and Independence: Chairman Tom James has fostered a culture of consistent leadership and independent thinking that enables firm employees and financial advisors to act in the best interests of clients and be innovative in our solutions to meet their needs.
