Auburn, AL North Dean Road Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
822 North Dean Road, Suite 100
Auburn AL 36830
Advisors at this office
3
Advisors at this office
Andrew L
Series 63, Series 65
Auburn, AL
Raymond James Financial
Andrew Lamar III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Raymond James since 2009 and previously led LaMar Financial Services. Additionally, he holds a patent related to marketing a particular term and is involved in that business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports various advisory programs, with a notable affiliation to a municipal advisor and recent expansions in SIMPLE IRA employer consulting services.
Becton L
Series 66
Auburn, AL
Raymond James Financial
Becton Lamar is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He is the owner and CEO of LaMar Wealth Management, where he serves as an independent contractor focused on financial planning and wealth management. Lamar has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary, tailored planning and consulting using advanced analytical tools and supports a wide network of advisors and affiliated firms.
Mary B
Series 66
Auburn, AL
Raymond James Financial
Mary Beard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked at Raymond James since 2011 and is also associated with LaMar Financial Services, where she contributes to event planning, client service, retirement planning, and risk management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.
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