Retirement Planning Services. I moved so I transferred my accounts hoping a new location would be better. Isn’t a fool or a tough guy. We will go through Raymond James’ customer reviews, fees, the actual Raymond James brokerage firm, and its advisors. Assured by Raymond James they opened and titled 2 POD accounts as instructed, ensure no changes could be made, which was true (accounts divided equally). The firm’s performance in 2019, is an indicator of why investors choose a Raymond James financial advisor to trust with their nest egg. New broker comes in, father dies, 8 weeks later mother dies, 2 weeks prior to mothers death POA comes in and takes all the money changes POD to inherit monies, which is illegal. It is not clear to me if he was getting a fee from the mutual fund company that made his so reluctant to buy some ETFs. Started in 1962, the present company was created when Raymond and Associates and Robert A. James Investments merged in 1964. Investment firms are more expensive, however if you believe lower cost will lead to better performance results you are wrong. integrity questionable! by D Hardee, Was with Raymond James for years and made no money. Brokerage fee structure, IRA account rates. Great advisor! They never reply to my e-mail questions ! My RJ financial advisor provides great advice. Cost me a year and a half of good growth I will never be able to recoup!Please stay away! !And it's your future they could neglect like mine! 6/27/2016, Cons: Bad management of IRA, Fees, Service. Was told she couldn't waive the $90 in fees unless I have at least $500,000 in the RJ account to waive fees.Told her fine I would be closing the accounts. search for a Financial Advisor on this website. 12/9/2019. 3 reviews of Raymond James Financial Services "I invested all my savings, as well as my IRA and Roth accounts with Raymond James in 2006. Find another company. by Beth haddle, The price level of this organization is high according to consumer reviews. Raymond James Financial, Inc. (NYSE: RJF) announced that it has reached an agreement to acquire NWPS Holdings, Inc., doing business as NWPS and Northwest Plan Services, an independent provider of retirement plan administration, consulting, actuarial and administration services based in … Don’t Miss: Review of LPL Financial Advisors, Raymond James Review | Raymond James Financial Services. 282 Benefits. When the market crashed in March of 2020, I was excited to open a stock account and dump as much cash in as I could come up with. He mailed me a childish letter telling me to find a new company within 30 days or he would liquidate everything after I told him we were moving the accounts to another company.My 4 years with Raymond James actually cost me money. Review summary. Cons: Expensive, not knowledgable, lousy website. integrity questionable! While there is much more involved, I'm providing the most obvious example of RJ deceit & incompetence.As I had discovered some financial irregularities, caused by my husband, pertaining to our bank accounts, I was taking inventory of assets I owned wholly or partially. We are proud to be home to several teams of leading Financial Advisors with a total wealth management focus. She responded OK but you'll then not only have the $90 in fees but $100 PER ACCOUNT CLOSING FEE.SHE SEEMED DELIGHTED TO TELL ME THAT THEY WOULD BE CHARGING ME EVEN MORE THAN I EXPECTED. When my father (83 at the time) the so called financial advisor never put a POD on the account even though I was there and gave her my SS#. You may vote once every thirty … Raymond James Ltd. has been chosen as one of: BC's Top Employers, The Career Directory. My whole experience has been a nightmare. We’ll also take a look at the key components of the firm, including Raymond James investment banking and Raymond James wealth Management. Raymond James wealth management encompasses a broad range of financial services to help people plan for retirement, fund their future dreams, and reduce risk. When I asked for the balance of the joint RJ account, I learned the balance was zero. Reviews > Raymond James Financial. I would never do business with this company ever again. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. I bought energy gas/oil stocks and then the market of them flushed. Closed 8:00 AM - 4:00 PM. Stay away! Pros: None, they promised the sky when asking for the business but never delivered on anything. Raymond James Caravans is family run, with a team that is well respected within the industry. Have loss of money. Worked hard to solve some problems. Nothing but crooks!! Highly unprofessional. He was not available. 6/6/2015. View All num of num Close (Esc) Raymond James Financial. 8/25/2016. Doesn’t let the world down. My Raymond James Broker in Arizona, managing my retirement account actually sold all my funds at the bottom of the sell off. Before I decided to transfer all my accounts I wanted to get an upfront fee for handling my money. Greedy Theives. My broker was an idiot. For over-charging me and lieing about it! by duane yoch, 6/18/2015, Pros: Not a single pro for broker or company, by John Foster, The firm engages in the provision of financial and investment services. Avoid, Avoid, Avoid. If you’ve been wondering, “Should I use Raymond James for financial management?” or questioning if Raymond James mutual funds are going to maximize your returns, this article should help answer those questions. Had $600k plus in an RJ IRA over the past 4 years. by Monica, Pros: None. Do not do business with RJF or Ben Biggs. Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc. Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund. I had a managed ambassador account for my IRA and my Investment account with Raymond James for five years. customer review rating of multiple firms, including Raymond James Financial, we see a different picture. Top Employer. Financial advisors will lie about everything, invest money in something that won’t give you a return, and charge you outrageous fees they refuse to provide information on. But as I said, I think it depends more on the individual broker. 5/1/2016, Pros: It was good when I started with he company, Cons: Mismanagement, even after many Argument Raymond James does not manage my potfolio. My response was NFW. A Raymond James advisor either makes or breaks the customer’s experience. Overall I have a terrible experience. Review AdvisoryHQ’s Terms for details. You have good advisors at bad firms and bad advisors at good firms. Cons: My opinion is they mismanaged my account. Glad we switched to RJ.”. I recently "fired" them! Popular Article: Financial Advisor Job Description | What Does A Financial Advisor Do? by Longtime client, Extraordinarily high fees (2%) and completely age-inappropriate investment decisions on behalf of an elderly client. I finally pulled my accounts. Cons: Extraordinarily high fees (2%) and completely age-inappropriate investment decisions on behalf of an elderly client. Raymond James Financial Reviews. Founded in 1962, Raymond James Ltd. is a full-service investment dealer with branches across Canada and the United States. by Wonder W., by Patty B, by anne beaty, We’ll answer that as well by taking a look at the firm’s history and how it got started. Saw a loss every month, Lies, uninformed, unqualified, and plays the blame game, Churn, lie, deceitful, out for themselves, Hard to get a hold of poor at returning calls, Two advisors I worked with were not effective and the second handled my accounts poorly, Easy to get into talk to them explained things well to younger people, Very poor advise and unwilling to listen to our needs, selfish,greedy,crooked and thats there good qualities, buy this and me the broker will will make a lot of money. Ben Biggs refused my request every time. Review AdvisoryHQ’s, Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. I was a client for 20+ years. Raymond James is set up so it has offices throughout the country, with investment advisors and wealth managers who are affiliated with the company while running their own practices. I had an account with RJF thru stockbroker Benjamin Biggs. ", by Melvin E. Holliday, Today our account balances are the same as they were 20 years ago. In my opinion they are pompous and pretentious, Stay away! Power can help us understand the difference. Share. !Sent me a four page form that I had to sign and agree to three investments and I could not seek outside council and have it back within 14 days!If I signed I looked up stock I would have lost allot of money! 5/25/2017. (adsbygoogle = window.adsbygoogle || []).push({}); Copyright © 2015-2020. Toronto, ON (12) Vancouver, BC (10) Calgary, AB (3) Etobicoke, ON (1) Fort McMurray, AB (1) Companies > Raymond James > Employee reviews. In May of 2016, FINRA fined Raymond James a total of $17 million due to widespread failures throughout the firm’s anti-money laundering programs. by Any Private Client Group, I look at CNBC and think to myself "Thank God I got out on Friday!" 5/6/2016. We may be compensated by the firms we review. 3/1/2018, by Clayton Werden, Raymond James Customer Reviews | Service, Brokerage, & Advisors. I suspect Ben Biggs overcharged me & hiding the theft of funds from my account. When Broker at Raymond James was informed, they did not even look at account, said the POA could, and would not even give us the courtesy of contacting anyone within the Co. about the issue, instead they stood firm in their decision. I'm retired, living on soc. IM broke & now they add this? Raymond James has supported the counseling of one of its members that has lead to risky investments and important losses to the estate for which I was the liquidator. Editorial Note: The content of this article is based on the author’s opinions and recommendations alone and is not intended to be a source of investment advice. Cancel. My gut tells me to beware and time to shop ! They have more advisors with complaints and judgements against them by FINRA....Stay Clear, by Peter K, New Grads. Raymond James Reviews. Please run as fast as you can. It’s simple: steep fees cut into returns. Then I received a buy order for one of the mutual funds he had sold earlier at a lot higher price. She seemed to dismiss me and not take me seriously. I lost so much money. The victim was an old and vulnerable person who suffered trust abuse. I assume the secretary's work is reviewed; it should be--everyone's should be. This is just the tip of the iceberg. professional language. One of the reviewers stated they’d been with their Raymond James brokerage since 2006 and were seeing unwelcome changes in the company over the past several years: “I now feel the need to keep constant watch on my account. Meet with investment adviser and we made financial plan, I trusted this bank and investment adviser and in Jan 2014 one year later I lost money!They forgot to invest my investment and when I confronted them they admitted he forgot and I know he was running for city council so they forgot!!!! I contacted RJF who said Ben Biggs told them he did provide the information. It has been over a year and the last 3 months at dispute resolution. YTD loses 10.7 percent.Run, run, run. Cons: 1) Annual charges on a very small account were = 25% of the IRS required withdrawals. Pros: They take buy and sell orders pretty good - Never gave me any good advice. I only have a Raymond James account because that's how my company disperses stock grants. Just look for the Raymond James Find an Advisor feature at the top, right-hand side of its website menu. From looking at multiple Raymond James reviews, the company’s reputation, and multiple other factors, we’ve come up with an overall rating for Raymond James investments that we’ll reveal at the end. Have you been wondering, “Should I use Raymond James, or will I find them lacking in some things I need?”. The regulator had malfunctioned, which they replaced under warranty. My opinion, I never thought his integrity level was so questionable. I have a whole nightmare of incorrectly applied amounts via james too. No agent was assigned to me. by victim of thieves, The One Stop Caravan Shop. Don't invest with them, they are thieves. Stay away! Although perhaps not a balanced forum in terms of satisfied customers, such negative Raymond James review comments relate to high fees, high commissions, not waiving fees. To which my mother never told her sons and this woman came to her hospital room with a lawyer and a social worker and surrounded her while she wrote the check. 501 Quintard Ave STE 17. Avoid this company. I have tattoos and came in with purple hair, and I really feel that she made a judgment based on my appearance as if I had nothing to invest. Cons: never sell a stock that Raymond James downgrades. THANKS in advance for your time! TYPICAL ATTITUDE - LEAVE US - WE DON'T CARE. They took her home, and refused to meet with her to make changes, saying,"She can't talk. My father died in Sept. 2016 and have not been able to get the money. false information, speculations, or to remove spam. View Jobs . Additionally, with a large and experienced team, it is fairly easy to find a Raymond James financial advisor in your area who is the right fit for you. Overview Overview. 5/14/2017, Pros: selfish,greedy,crooked and thats there good qualities, Cons: buy this and me the broker will will make a lot of money. 975 Raymond James Financial reviews. Generally speaking Raymond James is a good firm with good advisors.”. 1/23/2020, DO NOT EVER USE Raymond James. Accounts were there many years. Losses were pretty significant. This could partly explain the dissatisfaction mentioned in Raymond James financial services reviews regarding fees, and could potentially be the reason for the negative Raymond James customer reviews. 2/2/2018, My name is Paul Mayer my mother is a nice little old jewish lady who lives in Lady Lakes. 277 Benefits. Jobs; Companies; Salaries; Interviews; Search. I am a compliance officer, talk about a red flag!!!!! They don't care and cover their reputation with legal letters you would not understand!I moved it to another broker and it took three weeks to get my money out of them!The people in Florida would not return any if my calls requesting what theses legal letters meant!Stay away! 5/17/2019. Both seem to be good with numbers and advise . 1/10/2019. Raymond James. … 2/3/2018, Cons: Churn, lie, deceitful, out for themselves. I started to wonder if my mom was entitled to this money why do we have to lie about her finances . 1/5/2017. He was not interested unless I gave him my entire portfolio. RJ employees assume that with corporate assets & bulk, they'll outlast you, but they won't do so with documents falsified either by deliberate actions or by a deliberate lack of action. Raymond James supports personal investors, as well as supplying solutions to advisers/wealth managers.. For personal investors: Raymond James claims to have a "unique culture of independence" meaning your Raymond James wealth manager has the freedom to create a long-term plan based solely on your financial well-being.. I CAN BET YOU THEY DON'T HAVE ANY IDEAS ABOUT ALL FUNDS UNDER OHIO NATIONAL ONCORE FUND, by Donna Lois Bice Read, This is what she gave me, a plan for 1.2 million. RAYMOND JAMES Ripoff Reports, Complaints, Reviews, Scams, Lawsuits and Frauds Reported Your Search: Raymond James. My mother-in-law's Raymond James broker in Florida has caused her account to lose half of it's value in the past several years, despite a rising market. 5 Photos. by FED UP IN PANAMA CITY, Disclaimer: Your review, broker rating, pros and complaints information must be honest. I have not been able to get any info on my 4 accounts except for 2012 year end summaries & 1099s for 2 of the accounts I solely owned, & I did not get this info until February, 2016. Raymond James & Associates IRAs, Cash management accounts, Brokerage account funds, Raymond James Trust accounts, Fee-based managed and advisory accounts, Taking our account elsewhere. by Rundontwalk, Is this your company? My God I wish some one would have warned me. A ranking in the top five of full-service investment firms for investor satisfaction is definitely a good sign. by Donald T, Raymond James didn't, and I had to endure the FULL HIT in market value. 172 Jobs. Later the same day, my spouse was furious at me because I had asked for the balance; in turn, I was furious with my broker as he had told my spouse that I had inquired as to the balance. Overall I am pleased with the service. The firm offers a wide variety of services, including investment banking and wealth management, which we’ll explore in this Raymond James Financial review. Cons: Expensive, Dishonest and not trustworthy. This Raymond James review demonstrates that you, as an investor, should do your homework to learn advertised fees upfront and accept them before purchasing its services. Hope to see the funds growing well into the future. In one of the recent positive Raymond James reviews, the reviewer noted: “Very pleased with our advisor. by Melissa Rinehart, Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily 5/14/2019. The market is doing very good. Complaints in Raymond James’ reviews also mentioned that actual fees ended up being much more than the initial fee quoted. They only want the, “Fun,” part but when asked to actually do something, they make excuses why they cannot do it. They are out to make more from you then for you. In terms of customer satisfaction, Raymond James is tied for fourth with Charles Schwab out of 21 full-service investment firms that were included. Add Photo. In 1983, Raymond James became a public company and hadn’t looked back. 319 Jobs. We had an account with them for about 2 years. Add a Review. The only person making money was Raymond James. Raymond James asset management services are focused on helping individuals, corporations, and municipalities reach their unique goals and achieve financial well-being. A free inside look at company reviews and salaries posted anonymously by employees. After many request and argument they refused to make changes in my Portfolio. A couple I followed proved correct. I had an account with RJF thru stockbroker Benjamin Biggs. This person has no clue about us, but I feel that she prejudged at least me. The ranking is based upon responses from 4,532 investors, and it asks them to review 8-factors, including: J.D. My mother had an account with RJ. Company Overview Locations FAQ. It is criminal. Thought she was still on top of her game and now realizing she is NOT and they have soaked her! SIMPLE IRAs, 401(k) Profit Sharing Solutions, Qualified Retirement Plans, Key Person Insurance, The Owners-only 401(k). by Ray Bedikian, Pros: Investment continued to be even and stay sound, Cons: Brokers do not understand compliance, be sure you know all aspect of accounts legally. You can call Raymond James at (727) 567-1000 phone number, fill out a contact form on their website www.raymondjames.com, or write a letter to Raymond James Financial, Inc, 880 Carillon Parkway, Saint Petersburg, Florida, 33716, United States. by Dissatisfied, I lost mymoney. 5 Photos. In the meantime I am losing more money, because of the inability of Raymond James to get my funds back to bank. 168 Jobs. Annual advisor compensation and financial services cost. Today I transferred the original investment to Schwab. "I wanted to speak with you about your account first" is Raymond James talk for 'your money is now ours, and we'll let you have access to it if we feel like it'. 3/23/2016. If you complain, the deck is stacked against your complaint and always in RJ's favor regardless if your right! Raymond James Financial is an American diversified holding company. I’m at a dead end and I want this woman to know what she has done. For investors looking for a financial advisory firm with a solid reputation of growth and that’s been around for a while, Raymond James Financial is one worth considering. Said I wanted to invest $1M. Full-Service Investment Satisfaction StudySM. by Gabriel Côté, My broker, Susan Cohn, closed my account and took my money without consulting me. Would you like to know who is Raymond James or what is Raymond James? 648 reviews from Raymond James employees about Raymond James culture, salaries, benefits, work-life balance, management, job security, and more. Called to see if I could get the $30 per IRA fee waived for our $175,000 in 3 IRA investment accounts. Stay away! I checked with him once I started getting the sell orders and he said he is doing the same thing with his personnel account. TORONTO – Raymond James Ltd., the Canadian arm of North American investment dealer Raymond James Financial Inc., today announced that Brad Sturges, CFA joins its Canadian Equity Research team on Monday August 17 as Managing Director, Equity Research Analyst, covering the Canadian REIT/REOC sector. I have turned the matter over to a lawyer. https://www.glassdoor.com/Reviews/Raymond-James-Financial-Reviews-E559.… Then 1 hour after the market closes on Monday my agent calls me. The firm’s financial reports show a firm that knows how to make money for its shareholders and clients even during turbulent economic times. Raymond James Reviews of Past Violations/Fines. Pros: Great advisor! 11/11/2015. In fact, I discovered the automatic payments I was making monthly were sitting in a cash account and not being invested for months at a time. As a financial advisor for Raymond James Ltd. in Langley, B.C., I put you and your needs first. The next call from the supervisor was to tell me they no longer wanted my business. I received an email to come to the office for a check. You may have seen a football game at Raymond James Stadium® in Tampa and wondered about namesake. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a member CIPF. After five years my accounts were worth almost as much as the day they were opened. At Raymond James Ribble Valley, we provide bespoke financial planning and investment management for our clients, who are largely based throughout Lancashire. Saw a loss every month. I have been adamant & consistent in my demands for records reflecting account activity and year end summary info for all 4 of my accounts for 2012 and earlier years. Makes great deals. They are arrogant and pompous! by Elizabeth F, by Disappointed ex-client, 9/16/2019. Power studies have found that fees and commissions can be a point of confusion for many investors. 6/19/2017. DONT USE THESE VERMON!!!!!!!!!!!!!!!!!!!!!!!!!!! 2.1k Salaries. The only winner here was Raymond James. My impression is that Raymond James is generally rated at least fairly well. They never reply to my e-mail questions ! Keeps in touch regularly, every quarter. There also many other credit products which are related with home equity and mortgage. Lost money every month. Spoke to his so called manager Mr Canada. Mr. Reilly has a rich history in the financial services industry and has served on the firm’s board of directors since 2006. by C Ann, I'm expecting him to tell me what luck I had in getting out. Whether you’re a mom and pop investor, family trust, commercial venture, or institution, the fact is that you — like any wise investor — want to optimize your investments. Horrible unethical company.....STAY AWAY!! And don’t ask for anything. Cons: Financial cons. Keeps in touch regularly, every quarter. 11/20/2016, Cons: Dishonest, unethical Advisors as well as home office. She told me to close my moms bank account and give it to my brother and then give my mother money when she needs assistance. She spent more time on preparing literature for my daughters than for myself. This firm condones unethical and illegal behavior. I trusted him, as he was a friends' financial advisor and he worked for what I thought was a reputable company. Could not get my money out fast enough. Yelp. – Includes such items as online account access through Client Access at Raymond James online, cost basis information, TurboTax®, direct deposit, and more. Raymond James. Take your money elsewhere. Customers Rating: Raymond James Advisory Fee My broker is unhelpful and borderline rude. Mortgage rates of the company is very reasonable. 2.0k Salaries. These guys should be run out of business. Financial Advisor (33) Administrative Assistant (20) Client Services Associate (17) Associate (16) Operations Associate (16) See more Raymond James reviews by job title. They had to put their hands on hers to make her sign. Known him for about 10 years. Should only take a phone call as it does with other firms. You have good advisors at bad firms and bad advisors at good firms. As it’s is always a good practice, you’ll also want to keep an eye on fees being charged to your account on an ongoing basis and review your individual advisor rather than just Raymond James as a whole since advisor quality may vary. Raymond James & Associates Review. They sold the stock my grandfather bought when I was born. 2/12/2016. 329 Inter­views. Power U.S. 1/23/2017, Cons: High fees, horrible service, scam artists, there are too many to list. Raymond James Reviews by Job Title. Industrywide, 7 percent of financial advisers have been disciplined for misconduct. Comprehensive reviews from clients on Raymond James branches, including their wealth managers and our wealth management offering. Whenever she gave me a plan for retirement she based it on herself, and nothing I had told her I wanted or could do. I had sent broker several emails regarding things happening in the economy. These 2 seniors citizens came to Raymond James for help and believed all was left as they wanted. by Anonymous,, Raymond James Ribble Valley, proud to be in the heart of your community. There’s no repudiating that a Raymond James review does indeed bring up fee-related incidents that date back to around 2005. NONE--if I could give a negative rating, I would do so!! by Tinku, Raymond James Customer Reviews. Raymond James is a full-service investment firm with statistics that speak for itself in terms of both its historical presence and current business activity. Also review each firm’s site for the most updated data, rates and info. Stocks, ETF's, REIT's, and UIT's are $9.95 on both the buy and sell sides. Very nice person, helpful when my father passed away. by C Ann, 10/29/2020 . requirements. Raymond James. They will not give me the money from my decreased father's account. I then spent almost two years trying to get most of my money back. My experience was with the Brannam Group in Jacksonville, Fl. I left a few weeks ago. Raymond James Financial Reviews; TD Ameritrade Reviews; Amazon Reviews; Company Culture; 10 of the Best Companies for Working From Home; 11 Companies That Let You Work Remotely; The Top 20 Jobs With the Highest Satisfaction; 12 Companies That Will Pay You to Travel the World; 7 Types of Companies You Should Never Work For ; How to Become the Candidate Recruiters Can’t … View All num of num Close (Esc) Raymond James Financial. None, they promised the sky when asking for the business but never delivered on anything. Just do your homework carefully! And while her money was in the toilet and RayJay was downgrading these stocks, her broker plunged more money into the bowl just before everything flushed. I need to move my money but just don't know where ? While these may be independent contractors, they are under the Raymond James umbrella, and the company would be expected to police those advisors operating under its name. The advisor said he could either have sex with me or invest my money or both ...Now you will be the judge ! by Anonymous,, If you think you may be interested in using Raymond James investment services, you can find a Raymond James advisor by zip code, city, or name using the company’s Raymond James Find an Advisor feature on the firm’s website. We said what plan she losing money and market is going up. I have had calls telling me of warnings in up coming stocks changes. As the mistake was obvious and extremely detrimental to me financially, it was deliberately ignored, if not overtly fabricated. Vote "Underperform" if you believe Raymond James's recmomendations will underperform the S&P 500 over the long term. Not necessarily their fault as the markets aren't doing well. Do not invest with Raymond James. by Broke, AF, Cons: Robert (Bob) Ogren bought me in at a 52 week high. My broker was a condescending jerk. And I really try to keep constant watch on my account locations in the U.S., Canada and internationally investment... Shimp, 1/20/2020 fault as the day they were happy for us to it. Experience was with the changes that has taken place in their firm nor with their arrogance and of. And hadn ’ t Miss: review of statistics is glowing week high my account ; ;. Ltd. Visit website 925 West Georgia St, Suite 2100 Vancouver, BC V6C 3L2 fault as day... Me financially, it seems that Raymond James Financial, we see a different picture opinion, would. For 20 plus years to a supervisor who said they hoped I would do so!. 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