Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Moneta, VA
Credentials
CFP®, Series 63, Series 65
Industry experience
38 years
James Masloff is a financial advisor with Raymond James Financial, holding CFP® certification and Series 63 and 65 licenses, with 38 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, he is a managing member of a family LLC established to facilitate generational gifting of a vacation home. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a broad affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
Moneta, VA
Texas · Virginia
Raymond James Financial
2009 - Present (17 years)
Raymond James Financial Advisors
2008 - Present (18 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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