Enid, OK 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
222 E Maple Ave, Ste 100
Enid OK 73701
Advisors at this office
3
Advisors at this office
Nicole D
Series 66
Enid, OK
Raymond James Financial
Nicole Dirks is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. She has worked at various divisions of Raymond James since 2021 and has experience in client communications and marketing through her role at K/H Financial. Outside of finance, she is involved with Circle D Farms LLC, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a focus on municipal and public finance through specialized advisory arrangements.
Taylor H
Series 66
Enid, OK
Raymond James Financial
Taylor Hart is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has been associated with Raymond James Financial Services Advisors and related entities since 2015. Hart is also involved with DBA KH Financial as an associate employee, where he manages branch office duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Keith H
Series 63, Series 66
Enid, OK
Raymond James Financial
Keith Holsten is a financial advisor with Raymond James Financial in Enid, Oklahoma, holding Series 63 and Series 66 registrations and with 26 years of industry experience. He has been with Raymond James since 2010 and previously led the Stong Holsten Wealth Group. Outside of his advisory role, he is CEO of Brand Diggers, a general contracting business. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm focuses on tailored, non-discretionary planning using risk profiling and analytical tools, supporting clients through its advisory programs and institutional services.
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