Raymond James
10571 Stringfellow Road
Bokeelia, FL (Florida) 33922-3246
Bokeelia, FL (Florida) 33922-3246
Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
13 years Since 2002
Buzzy Phillips (Financial Advisor)
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: | Stocks, Ira's, Mutual Funds, Bonds, Tax Advantaged Investments, Estate & Tax Planning, Advice, Analysis, Assessments, Asset Protection, Cash Flow, Cash Management, 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, 091430Attr:loans, 126500Attr:financial Planning, 223350Attr:manage Money, Financial Services, Investment Securities, Mutual Funds, Stocks & Bond Brokers, Stocks, Consultations |
Credit Rating: | Excellent |
Sales Volume: | 1M - 2M |
Employee Size Range: | 5-9 |
Franchise/Chain: | Branch |
Professional Associations: | |
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
- Investment Securities
- Stocks & Bond Brokers
- Investment Banking And Securities Dealing > Private Investment > Investment Securities
- Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
- Portfolio Management > Financial Planning & Services
- All Other Business Support Services > Financial Services
- Security Brokers, Dealers, And Flotation Companies > Security Brokers & Dealers > Stocks & Bond Brokers
- Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
- Investment Advice > Financial Planning & Services
- Business Services, Nec > Financial Services