Craig Wealth Advisors is an independent firm with advisors you offer securities through Raymond James. This means that our clients benefit in two very important ways:
Clients have the support of a leading financial services firm with professional resources that include
- Outstanding research
- Efficient trading platforms
- State of the art technology
- Compliance oversight from both the SEC and FINRA
I have the freedom to make important decisions independently such as
- No pressure to sell proprietary products
- Hiring my own branch assistants
- Ability to decide what clients to serve
- No account minimums requirements
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
By the numbers*
- Over 6,700 financial advisors
- 2.7 million client accounts
- Over 2,700 locations throughout the United States, Canada and overseas
- Approximately $500 billion in total client assets.
It's been our privilege over these past 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RaymondJames.com.