Slaesforce FAQ

does raymond james salesforce

by Noemy Douglas Published 2 years ago Updated 2 years ago
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How many employees does Raymond James have in 2019?

Reviewing Raymond James’ online information, we found that as of September 30, 2019, the firm had 14, 200 employees and 4,710 affiliated independent contractor Raymond James advisors. Raymond James Financial and Raymond James’ mutual funds’ affiliated advisors have garnered multiple accolades over the years.

Why choose Raymond James?

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 8,400 financial advisors in the United States, Canada and overseas.

Who is the CEO of Raymond James Financial?

As a whole, Raymond James Financial is headed up by Paul Reilly, the Raymond James CEO, and Executive Chairman, Thomas A. James. There is also a leadership team of eleven other executives, keeping Raymond James CEO Reilly in strong company.

Who is the founder of Raymond James?

Started in 1962, the present company was created when Raymond and Associates and Robert A. James Investments merged in 1964. In 1983, Raymond James became a public company and hadn’t looked back. Many people wonder, “Who is Raymond James?” they mistakenly believe this person must be the company founder.

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What CRM does Raymond James use?

Client Relationship Manager (CRM) You can access CRM and important client information while on the go with Advisor Mobile.

What platform does Raymond James use?

RJNET RJnet is the Raymond James intranet platform, designed to allow for easy customization of your homepage, news and alerts.

Which is better Charles Schwab or Raymond James?

Pair Corralation between Charles Schwab and Raymond James In addition to that, Charles Schwab is 1.12 times more volatile than Raymond James Financial. It trades about 0.07 of its total potential returns per unit of risk. Raymond James Financial is currently generating about 0.08 per unit of volatility.

Does Raymond James charge high?

Fees Raymond James charges for its services The firm's wrap fee accounts, which is the most common arrangement, carry a maximum annual fee of 2.25% to 2.75%.

Our "about us" is really about you

We have always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making and remaining focused on what matters most: You.

About Us

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.

What is Raymond James?

Raymond James is a full service brokerage firm that caters to investors who need a lot of hand holding. As such, investors have the ability here to hand over their assets and let the firm trade, manage, and oversee the account. Raymond James acts as both investment advisor and custodian for its accounts, a situation that is not ideal.

Does tastyworks have managed accounts?

If you’re interested in hiring a professional to manage your investments, you might as well forget about tastyworks. The company does not offer managed accounts. And just to be clear, there is no robo advisor here.

Is Raymond James a custodian?

Raymond James acts as both investment advisor and custodian for its accounts, a situation that is not ideal. tastyworks is a new brokerage house with a very different style. It’s part of the tastytrade family of investment operations.

Who is the CEO of Raymond James?

The Raymond James CEO that currently heads up the company is Paul C. Reilly. Mr. Reilly has a rich history in the financial services industry and has served on the firm’s board of directors since 2006. Mr. Reilly has been serving as Chairman and Raymond James CEO since 2010.

What is Raymond James Financial?

The name Raymond James Financial came about when Edward Raymond sold Raymond and Associates to Bob James, founder of Robert A. James Investments. Raymond James is not one person, but two. “What is Raymond James” is the combination of both the entrepreneurs’ last names, Raymond and James.

How many awards does Raymond James have?

Some of the most recent from 2019 include: Raymond James analysts received 9 awards in the 2019 StarMine Analyst Awards from Refinitiv.

When was Raymond James founded?

Started in 1962, the present company was created when Raymond and Associates and Robert A. James Investments merged in 1964.

Is Raymond James a good investment?

They are rare, however they exist. You have good advisors at bad firms and bad advisors at good firms. Generally speaking Raymond James is a good firm with good advisors.”. In fairness, there are those clients that are very happy with their Raymond James financial advisor and Raymond James investments.

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