LA Yellow Pages > Monroe
1711 Royal Avenue
Monroe, LA (Louisiana) 71201-5613
(318) 322-7732 (Primary Phone) +view more



Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years
Since 1962
Caroline Boggs (Manager)
(318) 388-4160 (Primary Phone) (318) 388-6114 (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, 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: 126500Attr:financial Planning, Investment Securities
Sales Volume: 500K - 1M
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 Services
  • Investment Securities
North American Industry Classification System (NAICS) Categories:
  • Investment Banking And Securities Dealing > Private Investment > Investment Securities
  • 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
  • Business Services, Nec > Financial Services

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