Frequently Asked Questions

We're happy to help you do that. When you are ready to transition, you have a few options for filling out and signing the necessary paperwork::

• We will gladly mail you copies of the necessary forms to sign and return;
• You may set up time to visit our office and complete the necessary paperwork; or
• You may initiate your transfer by filling out and e-signing forms online through Raymond James Client Access. (After enrolling online, you may also elect to download the Raymond James Client Access app on the App Store or Google Play.)

Yes, if you want to move an account to Woods Brignac Wealth Management of Raymond James, you can. If there are exceptions, we will work with you directly to address them.

Raymond James is one of the largest independent, full-service financial services firms not headquartered on Wall Street. And that independence is key. As advisors, we are free to serve as true fiduciaries, offering our clients objective financial advice without pressure to push proprietary products. And although they are independent, Raymond James is stable, reporting 137 consecutive quarters of profitability as of Q1 2022.

Most importantly, Raymond James shares our values. They operate with a clients-first focus; were the first firm to publish a Client Bill of Rights; and are dedicated to the communities in which they work nationwide. In 2021 alone, Raymond James associates volunteered nearly 6,700 hours benefitting 250 charitable organizations across 105 communities. We look forward to contributing to that statistic in 2022.

Raymond James has a fee structure that is competitive and which aligns with that of many other financial services firms. Client should not expect higher fees upon transitioning their accounts.

There is a short period – typically 3 to 5 days – during which assets are "frozen" during a transfer between firms. We work with our new clients directly to ensure there is no interruption to their financial needs during this time.

You can find Woods Brignac Wealth Management of Raymond James at the corner of Nelson Road and Wolf Circle, just down the street from Prien Lake Elementary. Our address is 3723 Nelson Road, Suite 400, Lake Charles, LA, 70605.

Woods Brignac Wealth Management of Raymond James is a full-service financial advisory team. From individual planning – like retirement or education funds – to portfolio management and large foundations, we can meet your needs. Learn more here or contact us at 337-656-4320 to start a conversation with our advisors.