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The Strength of Raymond James & Associates + Charles Schwab
Raymond James
- Long-standing, respected firm, established in 1962
- Listed on the New York Stock Exchange
- State of the art, single sign-on technology
- Over $850 billion in client assets
- Award Winning
- Gives back to our communities
Charles Schwab
- Long-standing, respected firm, established in 1975
- Listed on the New York Stock Exchange
- $1.5 Trillion in client assets
- More than 30 years serving independent advisors
- Pioneer in the business of exclusively serving independent, fee - based advisors