Boerne, TX West Blanco Road Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

3

Of 5,810 advisors across 937 offices

Location

116 West Blanco Road, #204

Boerne TX 78006

Advisors at this office

3

Advisors at this office

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Marco R

Series 63, Series 66

Boerne, TX

Raymond James & Associates

Marco Rodriguez is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Frost Brokerage Services, Frost Investment Services, and Frost Bank. Outside of his advisory role, he is co-owner and landlord of a rental property in San Antonio, Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers non-discretionary financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ryan R

Series 66

Boerne, TX

Raymond James & Associates

Ryan Ridlehuber is a financial advisor with Raymond James & Associates in Boerne, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2015. Outside of advising, he is an officer and treasurer of WayStar, LLC, managing company financials. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm provides tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jake S

Series 66

Boerne, TX

Raymond James & Associates

Jake Stollmeyer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked for nine years in freelance television. 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, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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