Raymond James Financial, Inc. named best full-service broker in 2011 SmartMoney broker survey
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Raymond James Financial, Inc. was recently named the best full-service broker in the 2011 SmartMoney “Annual Broker Survey.”
Marking the third time in four years that Raymond James earned top honors, the firm ranked above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
Raymond James‟ first place finish was the result of performing strongly in several categories, including stock picking. The firm also was one of only two full-service brokers surveyed whose model portfolios beat Standard & Poor‟s 500 stock index for the year.
“To top this prestigious list for the third time is gratifying,” said Chet Helck, COO and head of the firm‟s Private Client Group.
“We dedicate a great deal of resources to make it easy for advisors to do business with us, enhance their clients‟ experience with our firm and live up to the Raymond James brand promise of „Life Well Planned.‟
"I congratulate all of our financial advisors for helping us achieve this important recognition.”
The survey results were compiled using research data from Zacks Investment Research, J.D. Power and Associates, Corporate Insight, DALBAR, Forrester Research and SmartMoney’s proprietary research. They looked at a wide range of factors including data on the performance of the stocks recommended, studies on customer satisfaction and consultations with experts who study intangibles like the user-friendliness of brokers‟ account statements and websites.
“We are pleased to be recognized again by SmartMoney but more importantly, we are pleased to bring Raymond James‟ resources to investors in Highland and surrounding counties” said Rick O‟Dell, Financial Advisor and Branch Manager of the Raymond James Hillsboro office.
SmartMoney does not endorse any product or service of Raymond James. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor‟s return. Investing involves risk, including the potential loss of capital. The S&P 500 is an unmanaged index of 500 widely held securities. An investment cannot be made directly in the index.
About Raymond James Financial, Inc.
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services, Inc. Member FINRA/SIPC and Raymond James Ltd., have more than 5,300 financial advisors serving 1.9 million accounts in 2,300 locations throughout the United States, Canada and overseas.
In addition, total client assets are approximately $275 billion, of which approximately $36 billion are managed by the firm‟s asset management subsidiaries.[[In-content Ad]]
Marking the third time in four years that Raymond James earned top honors, the firm ranked above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
Raymond James‟ first place finish was the result of performing strongly in several categories, including stock picking. The firm also was one of only two full-service brokers surveyed whose model portfolios beat Standard & Poor‟s 500 stock index for the year.
“To top this prestigious list for the third time is gratifying,” said Chet Helck, COO and head of the firm‟s Private Client Group.
“We dedicate a great deal of resources to make it easy for advisors to do business with us, enhance their clients‟ experience with our firm and live up to the Raymond James brand promise of „Life Well Planned.‟
"I congratulate all of our financial advisors for helping us achieve this important recognition.”
The survey results were compiled using research data from Zacks Investment Research, J.D. Power and Associates, Corporate Insight, DALBAR, Forrester Research and SmartMoney’s proprietary research. They looked at a wide range of factors including data on the performance of the stocks recommended, studies on customer satisfaction and consultations with experts who study intangibles like the user-friendliness of brokers‟ account statements and websites.
“We are pleased to be recognized again by SmartMoney but more importantly, we are pleased to bring Raymond James‟ resources to investors in Highland and surrounding counties” said Rick O‟Dell, Financial Advisor and Branch Manager of the Raymond James Hillsboro office.
SmartMoney does not endorse any product or service of Raymond James. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor‟s return. Investing involves risk, including the potential loss of capital. The S&P 500 is an unmanaged index of 500 widely held securities. An investment cannot be made directly in the index.
About Raymond James Financial, Inc.
Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services, Inc. Member FINRA/SIPC and Raymond James Ltd., have more than 5,300 financial advisors serving 1.9 million accounts in 2,300 locations throughout the United States, Canada and overseas.
In addition, total client assets are approximately $275 billion, of which approximately $36 billion are managed by the firm‟s asset management subsidiaries.[[In-content Ad]]