CA Yellow Pages > Valencia
27951 Smyth Drive Suite 100
Valencia, CA (California) 91355-4049
(661) 294-9555 (Primary Phone) +view more



Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years
Since 1962
Phil Schramm (Manager)
(661) 294-5070 (Fax)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Non-Qualified Retir, Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities, Individual Retirement Account, Music, Treasuries
Product Features: Research
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Bonds, Bookkeeping Services, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Educationa, Advice, Analysis, Assessments, Asset Protection, Cash Flow, Coaching, College Planning, College Saving, Computer Services, Consulting, Counseling , Design Assistance, Designer, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management, Trust Ser
Specialties: Analysts, Asset Management, Banking, Cds, Consultations, Divorce Planning, Estate Planning, Investment Planning, Iras, Living Trusts, Mutual Funds, Power Of Attorney, Research, Stocks, Wills, Asset Protection
Programs Offered: Banking
Professionals on Staff: Analysts
Certifications: Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
General Content: Retirement Planning, 091360Attr:mutual Funds, 091430Attr:loans, 126420Attr:retirement Plans, 223350Attr:manage Money, Asset Management, Financial Planning, Financial Services, Investment Advisory Service, Investment Management, Investments, Portfolio Managemet, Stocks & Bond Brokers, Consultations
Sales Volume: 2M - 5M
Employee Size Range: 1-4
Fortune 500: No


Additional Categories
Raymond James is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Planning
  • Financial Planning Consultants & Services
  • Financial Services
  • Investment Advisory Service
  • Stocks & Bond Brokers
North American Industry Classification System (NAICS) Categories:
  • Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
  • Portfolio Management > Financial Planning & Services
  • Investment Advice > Financial Planning & Services
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Security Brokers, Dealers, And Flotation Companies > Security Brokers & Dealers > Stocks & Bond Brokers
  • Investment Advice > Financial Planning & Services
  • Business Services, Nec > Financial Services
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