Raymond James Earns High Ranking
July 28, 2016 at 4:25 p.m.
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The ranking, according to Brad Brail, Certified Financial PlannerTM of North Star Financial Partners, an independent office for Raymond James Financial Services, 3516 Commerce Drive, Warsaw, is a tribute to the firm's focus on putting client interests first, a long-standing Raymond James principle.
The study measures overall investor satisfaction with full-service investment firms based on six factors (in order of importance): investment performance; financial advisor/broker; commissions and fees; account setup/account offerings; convenience; and account statements. The study also measures investor satisfaction within three investor portfolio types: affluent investors (those who have $1 million or more in investable assets); mass affluent investors (between $100,000 and $999,999 in investable assets); and mass market investors (less than $100,000 in investable assets).
Raymond James ranked highest in investor satisfaction with a score of 831 on a 1,000-point scale, receiving the highest ratings from investors in all six factors and performing particularly well in proactively contacting investors.[[In-content Ad]]
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The ranking, according to Brad Brail, Certified Financial PlannerTM of North Star Financial Partners, an independent office for Raymond James Financial Services, 3516 Commerce Drive, Warsaw, is a tribute to the firm's focus on putting client interests first, a long-standing Raymond James principle.
The study measures overall investor satisfaction with full-service investment firms based on six factors (in order of importance): investment performance; financial advisor/broker; commissions and fees; account setup/account offerings; convenience; and account statements. The study also measures investor satisfaction within three investor portfolio types: affluent investors (those who have $1 million or more in investable assets); mass affluent investors (between $100,000 and $999,999 in investable assets); and mass market investors (less than $100,000 in investable assets).
Raymond James ranked highest in investor satisfaction with a score of 831 on a 1,000-point scale, receiving the highest ratings from investors in all six factors and performing particularly well in proactively contacting investors.[[In-content Ad]]
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