CA Yellow Pages > Brea
915 West Imperial Highway Suite 140
Brea, CA (California) 92821-3852
(714) 674-0372 (Primary Phone)



Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years
Since 1962
Sunita Foley (Manager)
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, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services: Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management
Professionals on Staff: Analysts
Certifications: Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
Credit Rating: Very Good
Sales Volume: 1M - 2M
Employee Size Range: 1-4
Franchise/Chain: Branch
Number of PC's: 2-9
Square Footage: 2500-9999
Fortune 500: No


Additional Categories
Raymond James is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Planning Consultants & Services
  • Financial Services
North American Industry Classification System (NAICS) Categories:
  • Portfolio Management > Financial Planning & Services
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Investment Advice > Financial Planning & Services
  • Business Services, Nec > Financial Services

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