Our Dedicated Partner

As an independent branch of Raymond James, we have access to Raymond James’ research, investment
managers, and various resources, but we also have the freedom to craft custom portfolios and financial
plans to meet your specific needs. Our relationship with Raymond James provides you with several
services including, enhanced security, monitoring, and much more.

We’re honored to align with a firm whose founding principles of client first, conservatism, independence
and integrity remain at the forefront. Our common focus is on building close-knit individual relationships
based on trust and integrity. These values have helped Raymond James become one of the largest
independent financial services firms in our industry, with a long-term track record of stability and
growth.

By the Numbers:

• Founded in 1962; public since 1983
• Approximately $1.48 trillion in client assets
• Approximately 8,800 financial advisors
• Equity research coverage of more than 1,100 companies
• More than two times required regulatory capital
• 146 quarters of consecutive profitability*

*Past performance is not indicative of future results. The information provide is for informational purposes only and is not a solication to buy or sell Raymond James Financial Stock.

As of: 6/30/2024