Easley, SC 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
6602 Calhoun Memorial Highway
Easley SC 29640
Advisors at this office
3
Advisors at this office
Julie M
CFP®, Series 63, Series 65
Easley, SC
Raymond James Financial
Julie Mullikin is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial. Her prior experience includes roles at Pinnacle Financial Partners and BB&T. She is an officer and treasurer on the Buncombe Street Methodist Church Endowment Board. 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 and supports municipal and public-finance work through unique industry affiliations.
Beth T
Series 66
Easley, SC
Raymond James Financial
Beth Toney is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has 19 years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T in various advisory and investment roles. In addition to her advisory work, she is associated with Pinnacle Asset Management, where she advises clients on banking and investment needs and refers them to Raymond James for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach, employing risk profiling and analytical tools to guide client recommendations.
Dennis L
Series 66
Easley, SC
Raymond James Financial
Dennis Latham is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with Bank of North Carolina and LPL Financial. Outside of advising, he is president of Latham Financial and Palmetto Capital Group and Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.
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