OR Yellow Pages > the Dalles
312 Court Street Suite 112
the Dalles, OR (Oregon) 97058-2131
(541) 370-2777 (Primary Phone)



Business Details
INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
53 years
Since 1962
Raymond James (Executive)
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
Employee Size Range: 3 (appx)


Additional Categories
Raymond James is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Services
  • Investment Securities
  • Stocks & Bond Brokers
North American Industry Classification System (NAICS) Categories:
  • Investment Banking And Securities Dealing > Private Investment > Investment Securities
  • Securities Brokerage > Security Brokers & Dealers > Stocks & Bond Brokers
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • 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
  • Business Services, Nec > Financial Services
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