Review AdvisoryHQ’s, Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Welcome to the Raymond James Vancouver Island Branches website which includes information on and access links to our corporate offices in Nanaimo, Langford and Victoria. Losses were pretty significant. It will be $100 well spent. 1/23/2020, DO NOT EVER USE Raymond James. 529 plan accounts, Guardianship accounts, Credit and lending, Conservatorship accounts, Traditional IRAs, Roth IRAs, SEP IRAs, These guys should be run out of business. 10/16/2019. She even wrote in one email that she would be with my mother throughout the process. For Businesses. ", by Melvin E. Holliday, View All num of num Close (Esc) Raymond James Financial. Stay away from this company and it’s affiliate Southwest Financial Group. 11/17/2015, The only people making money is Raymond James. Run if you see them as they are a cult. Unclaimed. One other thing - people may respond that you shouldn't be paying so much for products, whether it's an annuity, a load fund, trading commissions, or whatever. Watched market almost daily and the beginning of June, I was getting close to my initial investment and I asked my broker to please liquidate and transfer to an IRA in the bank. It became very obvious when I went to a ATM to check a theory, I asked for $200 which was declined because the card was shutoff but wanted to see what amount would be in their system. by Donald T, very, very expensive. Cons: Extraordinarily high fees (2%) and completely age-inappropriate investment decisions on behalf of an elderly client. Albeit one that may charge fees higher than you’ll see at other investment companies. I checked with him once I started getting the sell orders and he said he is doing the same thing with his personnel account. Nov 3, 2008 … Copyright 2010-2021 TopRatedFirms.com. I've met twice with the same lady. requirements. Disclaimer: Your review, broker rating, pros and complaints information must be honest. I did better self- directed at Fidelity than with these jokers. First advisor I had for about a year was helpful to get in but made a lot of personal judgements about how I looked that made me dislike working with her. There is no monitoring. 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. These ratings and price targets were collected from public media reports and are believed to be accurate, but cannot be verified with 100% certainty. View Jobs . Do not invest with Raymond James. I'm retired, living on soc. Educate yourself then go find a good advisor who charges a reasonable fee and explains what you get for that fee. Raymond James, which is based in St. Petersburg, Fla., had 7,862 brokers as of March 31, up 3.4% from a year earlier. When I asked why I was told only my financial advisor could tell me. 1/5/2017. Returns have been much better than our previous life insurance company investments. by Audy Haze, Brokers' are just human like we ourselves and i really try to keep that in mind so as to not over-step. TYPICAL ATTITUDE - LEAVE US - WE DON'T CARE. by Fluker, It is criminal. Raymond James Overview. I asked why he didn't try calling me during the stock market hours that day? A selection of client testimonials have been selected. But they are careless and would not make any change in my portfolio. If you complain, the deck is stacked against your complaint and always in RJ's favor regardless if your right! Raymond James Caravans is family run, with a team that is well respected within the industry. Keeps in touch regularly, every quarter. Raymond James Customer Reviews. 319 Jobs. A ranking in the top five of full-service investment firms for investor satisfaction is definitely a good sign. 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. I was, and still am, SHOCKED!! My broker, Susan Cohn, closed my account and took my money without consulting me. by Anonymous, Closed 8:00 AM - 4:00 PM. Even though she has no idea how much my mother has or receives from SS. 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. 11/11/2015, Two days after my mother had a tracheostomy, while my mother could not talk, or even sign for that matter, intimated her so much, made her sign a living trust, appointing Raymond James Trust as Trustee over her $850,000.00. At $50,000 I pulled the plug to save what little I had left while I'm sure that Adviser would have taken me all the way to the bottom had I not taken action. I asked to have my account closed. Cons: Expensive, Dishonest and not trustworthy. However, it does appear that many more reviews on the site would give a negative answer to the question, “Should I use Raymond James?”. The supervisor said "we need you to take your business elsewhere." Raymond James Customer Reviews | Service, Brokerage, & Advisors. In two years, RayJay lost 31% of my mother's IRA due largely to making reckless bets on energy stocks, several of which have questionable ties to RayJay. Bottom line be aware and stay away from this company or you will get robbed. Very pleased with our advisor. Highly unprofessional. Looking at our statements each month it seemed we never gained much ground with our investments. Viewed 32,349 times Apply Online 2020 Winner. I lost mymoney. The estate tried to file an official complaint to the advisory and regulations office in Quebec (AMF)but since the titles and shares had been acquired for more than six years, they could not intervene against the counselor. A brochure describing the nature and limits of coverage is available upon request or at by Patty B, RJ made a mistake with contributions to employee individual and company matching IRA funds. Raymond James & Associates, registered in 1974, serves 49 state(s) with a licensed staff of 4,217 advisors. Should only take a phone call as it does with other firms. 282 Benefits. New Grads. DONT USE THESE VERMON!!!!!!!!!!!!!!!!!!!!!!!!!!! I do not want to even give them 1 star, by Kristi, professional language. When I caught them at this they tried to lie their way out of everything. My Raymond James Broker in Arizona, managing my retirement account actually sold all my funds at the bottom of the sell off. Raymond James asset management services are focused on helping individuals, corporations, and municipalities reach their unique goals and achieve financial well-being. The firm’s performance in 2019, is an indicator of why investors choose a Raymond James financial advisor to trust with their nest egg. very fed up at this point--I don't have very much invested as I am poor compared to most. Disclaimer: TopRatedFirms.com reviews of companies is our personal opinion. Raymond James Ltd. Visit website 925 West Georgia St, Suite 2100 Vancouver, BC V6C 3L2. We’ll explain below. However, Raymond James does have 10,745 employees, 4,217 of which are investment advisors. Half a million dollars sat idle. 1/6/2017. 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. 3/23/2016. 1.1k Reviews. Great advisor! He argued with me regarding the right to even talk to me as I was not on account and stated” if your mother has a complaint file it but nothing will happen as I have friends in high places and nothing happens to me”. Whenever she gave me a plan for retirement she based it on herself, and nothing I had told her I wanted or could do. The top tier investment firm breaks down its client account fees into a range of charges that may or may not be applicable, depending upon the Raymond James asset management services you use. Beyond fees, which we looked at specifically in the last section, the other side of the coin are investments and how customers feel about Raymond James’ wealth management performance. They charge ridiculous fees and are very smug when you call them and ask questions. View Jobs. The big three ranges are the Freedom Mutual fund, the Freedom ETF and the Freedom Hybrid. false information, speculations, or to remove spam. Click to view AdvisoryHQ's, Advisory Firms (Reviews) – Raymond James Financial, ► Get Featured on AdvisoryHQ. What was agreed upon and what what charged was a HUGE discrepancy!I went back to dispute the charge difference and the adviser was fired.Therefore, I went up the chain and was told there is nothing they can or will do. I asked what amount my debit was declined at. Raymond James Financial and Raymond James’ mutual funds’ affiliated advisors have garnered multiple accolades over the years. 604 reviews from Raymond James employees about Raymond James culture, salaries, benefits, work-life balance, management, job security, and more. We complained closed account and they charged us 150.00 to close each account. And they charge for this? Raymond James in the United Kingdom conducts a full and comprehensive review of our full offering through the Client Opinion Survey. Pros: Very nice person, helpful when my father passed away. This story is about my mother who had a stroke a year and a half ago at which time a woman name who is a financial planner and an acquaintance of my mother called her at her hospital room to see if she was alright then began the pitch for more medicaid money and how she was entitled to it. Taking our account elsewhere. This investment and wealth management firm has been helping clients achieve their financial goals for nearly 60 years. 2/12/2016. Well, its a year and a half later and my mom was denied , lost 8000 dollars, lost benefits, her bank account (because its now in the hands of her son) and not even a call from this woman. Just typing this I am getting pissed off all over again. Company Overview Locations FAQ. And like i said it doesn't seem that RJ, as a whole, is concerned with their clients as much as they are with doing well themselves. Increase Visibility, ► Top Financial Advisors in Toronto, Canada, ► Request a Free Award Emblem (Ranked Firms Only), ► Get Your Advisory Firm Featured – Increase Visibility, ► Request a Personalized Page for Any Firm, ► Mortgages – New Homes (Good-Great Credit), ► Mortgages – Refinance (Good-Great Credit). 1) Annual charges on a very small account were = 25% of the IRS required withdrawals. many errors especially with cost basis reporting. Raymond James was first mentioned on PissedConsumer on Feb 03, 2017 and since then this brand received 2 reviews.. Raymond James ranks 657 of 1851 in Financial Services category. Raymond James. They sold the stock my grandfather bought when I was born. My mother had an account with RJ. Cons: never sell a stock that Raymond James downgrades. A Leadership team of experts I think my money will be the judge in Houston 9/10/2015. They wanted in Raymond James did n't try calling me during the stock my grandfather bought when dealt! 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