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Raleigh Horne Jr.

Advisor at Raymond James Financial

Updated today

Location

Flushing, MI 48433

Credentials

Series 63, Series 65

Industry experience

38 years

About

Raleigh Horne Jr. is a financial advisor at Raymond James Financial with 38 years of industry experience. He has held his current position since 2010 and previously was involved with Key Mango LLC from 2008 to 2016. He holds Series 63 and Series 65 designations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory services that support client decision-making without discretionary management.

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

3280 N. Elms Rd., Unit B

Flushing, MI 48433

Most active in

Michigan · Texas

Work history

Raymond James Financial

2010 - Present (16 years)

Raymond James financial Services

2010 - Present (16 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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Ronald J

Series 63, Series 65

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Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing Real estate investing Religious/faith focused
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Grand Blanc, MI

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Options & derivatives strategies Private / alternative investments Real estate investing Annuities
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General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Wealth management
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Series 65

Grand Blanc, MI

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General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Parker B

Series 65

Grand Blanc, MI

Wealth For you Financial, LLC

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General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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