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
Greenville, MI 48838-1991
Credentials
Series 63, Series 65
Industry experience
31 years
Fixed (flat) dollar fees available for planning and consulting services
Commissions charged in implementation of plans, including legacy clients with older fee schedules; commissions may be used to offset planning fees
Hourly fees generally charged up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or percentage of assets under advisement up to 2.25%
Century Tax and Financial Services Inc dba Century Tax and Acco
2025 - Present (1 year)
RAYMOND James FINANCIAL SERVICES ADVISORS, INC.
2009 - Present (17 years)
Bykerk Financial Services, Llc
2007 - Present (19 years)
Raymond James financial Services
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Greenville, MI
Edward Jones
Series 63, Series 65
Pierson, MI
Derrin Leigh LLC
Series 63, Series 66
Pierson, MI
Principal Financial Services
Series 63, Series 65
Greenville, MI
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 66
Rockford, MI
The huntington Investment company
Series 63, Series 66
Greenville, MI
Fidelity
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