IL Yellow Pages > West Peoria
2427 West Rohmann Avenue
West Peoria, IL (Illinois) 61604-5028
(309) 676-4444 (Primary Phone)



Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
67 years
Since 1948
Sharon Lochbaum (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, 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: 091430Attr:loans, 126420Attr:retirement Plans, 126500Attr:financial Planning, Asset Management, Financial Services, Financial Planning, Investment Advisory Service, Investment Securities, Mutual Funds, Retirement Planning, Stocks, Consultations
Credit Rating: Excellent
Sales Volume: 500K - 1M
Employee Size Range: 5-9
Franchise/Chain: Standalone
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 Services
  • Investment Advisory Service
  • Investment Securities
North American Industry Classification System (NAICS) Categories:
  • Investment Banking And Securities Dealing > Private Investment > Investment Securities
  • Investment Advice
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Security Brokers, Dealers, And Flotation Companies > Security Brokers, Dealers, & Flotation Companies, Nec > Investment Securities
  • Investment Advice
  • Business Services, Nec > Financial Services

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