WebDGHM & Co., LLC. • Met with clients regularly to discuss their portfolios, performance, and market trends. • Marketed the firm's strategies to potential clients. • Managed over $200 million ... WebApr 27, 2024 · Raymond James Financial, Inc. (NYSE: RJF) today reported net revenues of $2.67 billion and net income of $323 million, or $1.52 per diluted share, for the fiscal second quarter ended March 31 ...
What Else You Should Know About Fee Based Accounts
WebNov 6, 2024 · WASHINGTON — FINRA announced today that Merrill Lynch, Pierce, Fenner & Smith Incorporated (Merrill Lynch), Raymond James & Associates, Inc. (RJA), and Raymond James Financial Services, Inc. (RJFS) have agreed to pay a total of approximately $12 million in restitution to customers who incurred excess fees on their investments in 529 … Weba raymond james client’s bill of rights 2 a raymond james client’s responsibilities 3 important investor education 4 20 keys to better investing 5 understanding investment risk 7 reducing risk through diversification 10 stability requirements 10 investment products: costs, compensation and other considerations 11 inala mining services vacancies
Is Raymond James Worth the Fees? : r/personalfinance - Reddit
WebAs compensation for its full-service account management, Raymond James annual fee schedule is very steep: Account Balance Raymond James Annual Fee; First $500,000: … WebThe account management fees for Account #1 and Account #2 were $2,500 and $3,500 respectively for the calendar year 2024. As per the client’s instructions, the account … Annual maintenance fee: Up to $75 You can receive a $25 account fee credit when you choose online document delivery and meet eligibility requirements. Waived for clients with eligible assets totaling $250,000 or greater. This fee is not applicable to the following types of accounts: 1. Raymond James & Associates … See more Annual fees You can receive a $25 account fee credit when you choose online document delivery and meet eligibility requirements. The annual Capital Access fee is waived for clients with eligible assets totaling … See more The following services are available to clients of Raymond James financial advisors for no additional charge. 1. Online account access through Client Access (raymondjames.com/clientaccess) 2. Cost basis information … See more inala mental health centre