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Molly Van Binsbergen

Advisor at Raymond James Financial

Updated today
Raymond James Financial logo

Firm

Raymond James Financial

Location

Billings, MT 59102

Credentials

Series 66

Industry experience

12 years

About

Molly Van Binsbergen is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2017, following four years at Edward Jones. Outside of her advisory role, she serves on the advisory board for the business department at Skyview High School in Billings, MT. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory roles that support client decision-making rather than discretionary management.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

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%

Location

1001 South 24 Th Street West, Suite 315

Billings, MT 59102

Most active in

Montana · Texas

Work history

Molly VanBinsbergen PC

2019 - Present (7 years)

Raymond James Financial Services Advisors INC.

2017 - Present (9 years)

Raymond James Financial Services, inc.

2017 - Present (9 years)

Edward Jones

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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