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Maggie Bihm

Advisor at Raymond James Financial

Updated today

Location

Church Point, LA

Credentials

Series 66

Industry experience

10 years

About

Maggie Bihm is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2022, following six years at Wells Fargo Clearing and three years at Wells Fargo Advisors, LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

Church Point, LA

Most active in

Louisiana

Work history

Raymond James Financial

2022 - Present (4 years)

Raymond James Financial Services, Inc.

2022 - Present (4 years)

Raymond James & Associates, Inc

2022 - Present (4 years)

Wells Fargo Clearing

2016 - 2022 (6 years)

Wells Fargo Advisors, LLc

2013 - 2016 (3 years)

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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