Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
De Ridder, LA 70634
Credentials
Series 65
Industry experience
24 years
John Windham is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 65 designation and has worked at several firms including Investment Partners of Acadiana, Hibernia Wealth Management, LPL Financial, Stratos Wealth Partners, and Voya Financial Advisors. Outside of advising, he is a partner at Windham & Reed CPA, L.L.C., an accounting firm where he is involved in tax preparation and governmental audits. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority to clients.
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%
1620 N. Pine St.
De Ridder, LA 70634
Louisiana
Investment Partners of Acadiana
2024 - Present (2 years)
Raymond James Financial
2024 - Present (2 years)
Hibernia Wealth Management
2022 - 2024 (2 years)
LPL Financial
2020 - 2024 (4 years)
Stratos Wealth Partners, Ltd
2020 - 2022 (2 years)
Voya financial Advisors
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 63, Series 65
Deridder, LA
Strategic Financial Concepts, llc
Series 65
De Ridder, LA
Strategic Financial Concepts, llc
Series 66
Leesville, LA
First Command Advisory Services
PFS™, Series 63
Deridder, LA
Cetera
CFP®, ChFC®, Series 63, Series 65
Deridder, LA
Cetera
CFP®, ChFC®, Series 65, Series 66
Deridder, LA
J.P. Morgan Securities
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