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John Allen Clausen

Advisor at Raymond James & Associates — Oak Grove, LA

Updated today

Credentials

Series 63, Series 66

Experience

34 years

Location

Oak Grove, LA 71263

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,806

Across 936 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

John Clausen is a financial advisor with Raymond James & Associates in Oak Grove, Louisiana, holding the Series 63 and Series 66 credentials and possessing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and consulting services with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Oak Grove, LA

10284 Highway 17 South

Oak Grove LA 71263

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

34 years of industry experience

Raymond James & Associates

2013 - Present • 13 years

Monroe, LA

Morgan Keegan & Company, LLC

2004 - 2013 • 9 years

Monroe, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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