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James M

Series 63

Chico, CA

Raymond James Financial

James Mcswain is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 designation and has worked with firms including Cetera and its affiliated networks. Mcswain is also the owner of an independent contractor support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning using advanced modeling tools and supports its clients through a broad network and specialized programs, including municipal advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Chad P

Series 63, Series 65

Chico, CA

Raymond James Financial

Chad Parker is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Bidwell Wealth Advisors and Parker Wealth Advisors since 2012. Outside of his advisory work, he is also engaged in agricultural activities in Williams, CA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gregory D

Series 63, Series 66

Chico, CA

Raymond James Financial

Gregory Debord is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He is a partner at Bidwell Wealth Advisors and serves as CEO of Camelot Wealth Management, both based in Chico, CA. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Steven H

Series 63, Series 66

Chico, CA

Raymond James Financial

Steven Heithecker is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He is involved with multiple firms he owns or co-owns, including Heithecker & Shanks Financial, where he currently serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and also offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Frederick S

Series 66

Chico, CA

Raymond James Financial

Frederick Shanks III is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and Parker Wealth Advisors. In addition to his advisory roles, he is an owner and financial advisor at Heithecker & Shanks Financial and Shanks Financial in Chico, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as employer retirement plan consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ashley H

Series 66

Chico, CA

Raymond James Financial

Ashley Huff is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Company, Inc. and US Bank. In addition to her role at Raymond James, she is also an associate at Heithecker and Shanks Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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