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Individuval Solutions, Independent advice

Our Broker Dealer, A Glance at What Makes Us Different

Why Raymond James

Few things withstand the test of time like a solid relationship. That's why Raymond James encourages its financial advisors to place clients' goals and dreams for the future above all else. It may seem like a simple approach, but we believe it offers a powerful advantage compared to other investment firms.

Here's how Raymond James is different:

  • Because clients’ best interests may be overlooked if advisors are paid more to sell proprietary products, Raymond James gives financial advisors the freedom to offer truly independent advice.
  • Because predetermined solutions don’t necessarily serve every investor’s needs, Raymond James advisors review each client’s goals independently and comprehensively.
  • Because successful associations between investor and advisor are based on mutual confidence and shared faith, Raymond James has created a culture that fosters long-term, trusting relationships.

About Raymond James

Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).

Through it's three broker / dealer subsidiaries, Raymond James Financial has approximately 7,300 financial advisors servicing in excess of 3 million clients accounts in more than 3,000 locations throughout the United States, Canada, and overseas. In addition, total client assets are approximately $664 billion.*

Raymond James has been recognized nationally for it's community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work, and as a national leader in support of the arts.


*as of 6/30/2017




The data provided above is for information purposes only and is not a solicitation to buy or sell Raymond James Financial stock.





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Raymond James Financial Services, Inc. Member FINRA/SIPC

                                                   Investment advisory services offered through Raymond James Financial Services Advisors, Inc.                                                              Forney Financial Solutions is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
3018 Pleasant Valley Boulevard, Altoona, PA 16602 | | 814-944-8474 or 888-9-FORNEY

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.

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