Affiliation Options

Raymond James Financial Services continues to grow with the best financial advisors and financial institutions in the industry. Both branch and advisor average production levels have increased dramatically in recent years. The best advisors and financial institutions are known to value highly their association with RJFS. Since we began measuring attrition in 1991, in no year has our loss of above-average advisors to competitive pressures exceeded 1%.

Independent Contractor

For financial advisors who want to build their businesses their own ways, independent contractor affiliation with Raymond James is ideal. Enjoy all the benefits of independently managing your practice – selecting your office location, structuring your staff, managing office administration and more – while you receive access to a full range of investment products and the outstanding support of a full-service, self-clearing New York Stock Exchange firm. Visit the website.

Independent RIA

For money managers, financial planners and investment management consultants who want to run a truly independent RIA in a fee-only environment, but don’t want to give up the support of a full-service firm, this may be the ideal relationship with Raymond James. With personalized attention and turn-key services – including institutional-quality asset management solutions, cutting-edge technology, and outstanding performance reporting and billing – you’ll be able to serve your clients more effectively while making the most of your time. Visit the website.

Bank and Credit Union

Financial advisors who have built successful practices know that providing a full complement of financial services translates to more loyal clients. Through a partnership with Raymond James Financial Institutions Division, established advisors can offer a comprehensive range of investments available through our nationally recognized firm while benefiting from a relationship with an established community bank. Visit the website.