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About Raymond James

Commitment and dedication worth mentioning

Since 1962, Raymond James advisors have been creating personalized financial plans for clients. Our founder, Bob James, was a pioneer of financial planning, bucking Wall Street’s product-first mentality in favor of a belief that financial professionals could do more than sell stocks – they could help build more secure futures.

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For more than 50 years, Bob’s ideas and ideals have helped Raymond James grow steadily to become one of the largest independent financial services firms in the country, but our core values of client first, independence, conservatism, and integrity ensure we’ll never be so big that we don’t have time for what matters most: you and your family. That dedication results in long-term corporate stability and a unique culture focused on the success of advisors and their clients. Ours is a commitment you won’t find everywhere. And it’s a commitment others find noteworthy.

Barron's Top 1,200 State-By-State Advisors List Forbes Top Women Wealth Advisors Investment Banking Firm of the Year
Barron's Top 1,200 State-By-State Advisors List

In May 2018...

55 Raymond James-affiliated advisors made the magazine's 2018 listing of the top advisors in America.

Forbes Top Women Wealth Advisors

In May 2018...

8 Raymond James- affiliated Advisors made the magazines listing of the country’s top women advisors.

Investment Banking Firm of the Year

In April 2018...

Raymond James Investment Banking was recognized with two deal-of-the-year awards at The M&A Advisor annual Turnaround Awards: "Professional Services (B-To-B) Deal of the Year" and "Restructuring Community Impact Deal of the Year."

As of 3/31/2016. Investing involves risk, and investors may incur a profit or a loss. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. The M&A Advisor Turnaround Awards represent the best of the distressed investing and reorganization industry in 2014. Nominations were judged by an independent jury of industry experts. For Barron’s Top Advisors list, factors included: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. The Barron’s “Top 100 Women Financial Advisors” was compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Rankings were based on quantitative (assets under management and revenue produced) and qualitative criteria (compliance records, discussions with management, experience levels, interviews among other factors).

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.


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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lanai Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.


1066 41st Ave Suite A101, Capitola, CA 95010 · tel: (831) 476-7300

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