Frequently Asked Questions
- What is a CERTIFIED FINANCIAL PLANNER™ and why is that important?
- How long has Raymond James been in business?
- What are your minimum requirements for accepting new clients
- How is your team compensated?
- What services do you provide and what products can you use?
- Where are my assets held when I work with you?
- Will I be able to see my investments online whenever I want?
- How often do you communicate with clients? How often are changes made to my portfolio?
- Is there a charge for the initial meeting?
- How do I transfer my assets to you from another advisor?
- Are your fees tax deductible?
- Who is a typical Main Street Advisory Group client?
- Do I have to live close to your office to be a client?
- Can you help me with my taxes?
- My question isn't in the list above. How can I get an answer?
- How do I get started?
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Marion County Bank and Main Street Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.