IL Yellow Pages > Saint Charles
204 Illinois Avenue Floor 1
Saint Charles, IL (Illinois) 60174-2110
(630) 443-6560 (Primary Phone)



Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years
Since 1962
Linda Davis (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, Mutual Funds, Non-Qualified Retirement Plans, Open End Mutual Funds, Qualified Retirement Plans, Stocks, 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, Educational Planning, Estate Planning, Executors, Family Wealth Planning, Fee-Based Services, Individual Services, Investment Planning, Living Trusts, Long Term Planning, Notary, Online Services, Personal Planning, Personal Trusts, Power Of Attorney, Probate, Research, Short Term Planning, Tax Planning, Tax Services, Trust Plan, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management, Trust Services, Wealth Planning, Wealth Preservation
Professionals on Staff: Analysts
Certifications: Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
General Content: 091430Attr:loans, 126420Attr:retirement Plans, Asset Management, Financial Services, Financial Planning, Investment Advisory Service, Retirement Planning
Credit Rating: Excellent
Sales Volume: 1M - 2M
Employee Size Range: 5-9
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 Services
  • Investment Advisory Service
North American Industry Classification System (NAICS) Categories:
  • Investment Advice
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Investment Advice
  • Business Services, Nec > Financial Services
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