How does raymond james rank

Should only take a phone call as it does with other firms. Pros: Offices in many locations. Cons: Two advisors I worked with were not effective and the second handled my accounts poorly. First advisor I had for about a year was helpful to get in but made a lot of personal judgements about how I looked that made me dislike working with her. I moved so I transferred my accounts hoping a new location would be better.

At first it was fine, however, they continued to try to sell me on other products while not really growing my existing accounts. In fact, I discovered the automatic payments I was making monthly were sitting in a cash account and not being invested for months at a time. Because of this, I guess the advisor just transferred my accounts to Investment Central without letting me know that would happen.

The accounts were not handled consistently that year which impacted my investing as well as my tax situation pretty significantly. I got my accounts out of there, but not before some damage was done. College America account closed and moved to RJ. I do not want to even give them 1 star. Cons: Too high of fees, etc. Pros: Easy to get into talk to them explained things well to younger people. Cons: portentous and pompous.

I've met twice with the same lady. I brought my daughters to talk to them about investing. This person has no clue about us, but I feel that she prejudged at least me. I have tattoos and came in with purple hair, and I really feel that she made a judgment based on my appearance as if I had nothing to invest. She spent more time on preparing literature for my daughters than for myself. She seemed to dismiss me and not take me seriously.

Whenever she gave me a plan for retirement she based it on herself, and nothing I had told her I wanted or could do. She stated several times we were the same age although we looked nothing of the same age perhaps stress has aged her more and how she'd love to retire like I stated I wanted to but that she'd need millions. This is what she gave me, a plan for 1. When I started to tell her that what she was giving me wasn't what my own plans were she told me she couldn't help me because I wasn't giving her enough info, but if she would have listened to me the previous time and this one she would have had all the info she needed.

She was very surprised when I told her how much I could invest and how much my daughter saved. I wanted to mention that we're not the same person, she and I and that I have a very different lifestyle So, no I won't be using them. They need to learn to not be so pompous and take people seriously because my money will be going somewhere else.

Pros: Nothing. Cons: Stay away. Was with Raymond James for years and made no money. Felt like I was mislead and lied to. A lot of hidden fees that I was not informed about. Bottom line be aware and stay away from this company or you will get robbed. Broker will come up with any ridiculous idea to generate commissions for himself. Cons: Very poor advise and unwilling to listen to our needs.

They were all about helping until we signed up.. Then would not listen to our wants and needs at all. Stay away from Raymond James they are out for themselves. They pray on the retirees! Run if you see them as they are a cult. They take your money and won't give it back to you. Document everything as they are being investigated. Pros: My broker seems like a nice enough guy;. Cons: see below. For years my advisor has poo-pooed ETFs saying that managed funds did had better results.

It was only with the recent definitive study that ETFs outperformed mutual funds for the past 15 years did he finally buy some ETFs for my account.

It is not clear to me if he was getting a fee from the mutual fund company that made his so reluctant to buy some ETFs. Pros: Easy to purchase funds.

Cons: Fees, errors, misleading advice. High ongoing program fees. I have a fund directly with american funds bank and another set from retirement account with james that was set up a few years earlier. The direct account was funded at half the amt of the rjames funds for same products There is only difference between the two accounts after 10 years.. I have a whole nightmare of incorrectly applied amounts via james too.

Pros: make money for themselves. Cons: client loses money. Pros: selfish,greedy,crooked and thats there good qualities.

Cons: buy this and me the broker will will make a lot of money. Pros: non. Cons: a lot. Pros: good analysis team. Cons: bad advice. Pros: Both seem to be good with numbers and advise.

Cons: My gut tells me to beware and time to shop! They never reply to my e-mail questions! I need to move my money but just don't know where? Both advisers have a lot of fancy talk and impressive literature but that's about all they offer!

Pros: NONE. Cons: High fees, horrible service, scam artists, there are too many to list. Do not invest with Raymond James. You will loose money. I lost so much money. Don't invest with them, they are thieves. I would give them zero stars if the option was available. Pros: Great financial advice. Cons: Parking lot too small for my invisible jet. Pros: Usually available. Cons: Closed my account without notice. Did not know they closed my account until I received a check in the mail.

They did it right before the end of year so there are tax implications as well. When I asked why I was told only my financial advisor could tell me. He was not available. They sold the stock my grandfather bought when I was born.

I plan on contacting an attorney to see if this is legal. Greedy Theives. Avoid, Avoid, Avoid. Avoid this company. They charge ridiculous fees and are very smug when you call them and ask questions.

They are out to make more from you then for you. Don't be duped, Avoid this firm as they are greedy theives. Additionally, with a large and experienced team, it is fairly easy to find a Raymond James financial advisor in your area who is the right fit for you.

Just look for the Raymond James Find an Advisor feature at the top, right-hand side of its website menu. Some of the most recent from include:. Additional accolades for Raymond James advisors have included:. Raymond James wealth management encompasses a broad range of financial services to help people plan for retirement, fund their future dreams, and reduce risk.

Those considering Raymond James asset management and unsure whether they can get other financial products there as well will appreciate the fact that the firm can handle multiple needs.

Raymond James wealth management services cover some of the following common financial needs:. While we know that Raymond James is a full-service investment firm, the company provides a range of investment services for corporations and institutions , including:. Related: Jones Barclay Boston Review. All-in-One Change Management Tools. Top Rated Toolkit for Change Managers. The top tier investment firm breaks down its client account fees into a range of charges that may or may not be applicable, depending upon the Raymond James asset management services you use.

When working with a Raymond James financial advisor, you may be subject to the following fees:. Raymond James Reviews by Clients. In terms of fees, TopRatedFirms. This low score indicates that the Raymond James review on TopRatedFirms shows fees may be going in the wrong direction, at least according to the clients of Raymond James investment services and Raymond James investment banking.

Although perhaps not a balanced forum in terms of satisfied customers, such negative Raymond James review comments relate to high fees, high commissions, not waiving fees. However, as one Raymond James investment services customer noted in their review:.

Study after study proves this. Educate yourself then go find a good advisor who charges a reasonable fee and explains what you get for that fee. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites.

Past performance may not be indicative of future results. The top 10 research analysts are chosen based on their selections that generated the greatest returns to investors based on all of their recommendations on Bovespa-listed stocks.

Small cap stocks generally involve greater risks. The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. The Greenwich Quality Leaders are determined by the results of in-depth meetings with more than 20, large corporate and institutional users of financial services and products.

Research participants are asked about their use of and demand for financial services and products, and about the most important risks and trends in related financial markets.

They are asked to name the sell-side providers they use, the proportion of their business allocated to each provider, and to rate the quality of service delivered by each provider across a range of categories. Small and mid-cap stocks involve greater risks and are not suitable for all investors.

For the Forbes Blue-Chip Analyst awards, Zacks Investment Research ranks security analysts, in each industry, on their stock-picking skills over a three calendar year period. Then they separately rank the same analysts on their earnings-per-share forecasting accuracy, by company, for the three most recent fiscal years available prior to publication of the rankings.

Rankings were based on quantitative assets under management and revenue produced and qualitative criteria compliance records, discussions with management, experience levels and interviews among other factors. Of these, 28 advanced and 33 declined. The Focus List returned Investors cannot invest directly in an index.

Individual results will vary and an investor would incur commissions and interest charges if transacted in a margin account to transact these recommendations. A complete record of all Focus List recommendations during this period is available upon request.

The results presented should not and cannot be viewed as an indicator of future performance. The market value of securities fluctuates and investors may incur profits or losses. Trust but verify. Start by going online to brokercheck. Subscribe Manage my subscription Activate my subscription Log in Log out. Regions Tampa St. Letters to the Editor Submit a Letter. Investigations Narratives Pulitzer Winners. Connect with us. About us. Obituaries Homes Jobs Classifieds.

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