Irving, TX Decker Dr Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,505

Across 2,994 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

105 Decker Dr Ste 450

Irving TX 75062

Advisors at this office

6

Advisors at this office

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Erin C

CFP®, Series 66

Irving, TX

Raymond James Financial

Erin Champlin is a CFP®-certified financial advisor with Raymond James Financial in Irving, TX, bringing four years of industry experience. Her prior roles include positions at Chessman Wealth Strategies, First Bank of Manhattan, and the Ron Blue Institute. Outside of advising, she is affiliated with Cadent Capital LLC as a Registered Client Service Associate. 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 and consults using analytical tools and risk profiling, supporting clients through advisory programs and maintaining specialized services such as municipal and public finance advisory.

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

CFP®, Series 66

Irving, TX

Raymond James Financial

Taylor Steele is a CFP® with 21 years of industry experience, currently serving with Raymond James Financial in Irving, TX. He has been associated with Raymond James Financial Services, Inc. since 2005 and is also involved with Cadent Capital, LLC, where he acts as a wealth manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and specialized services.

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

Series 65, Series 63

Irving, TX

Raymond James Financial

Christopher Lambert is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 65 and Series 63 credentials and has worked previously at The Vanguard Group, Inc. Outside of his advisory role, he works as an associate at Cadent Capital, assisting in investment analysis and financial planning. 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, and institutional investors. The firm uses analytical tools and risk profiling to deliver tailored non-discretionary planning and supports a large advisor network with specialized municipal and employer advisory services.

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

CFP®, CFA®, Series 63, Series 65

Irving, TX

Raymond James Financial

Casey Kupper is a CFP® and CFA® charterholder with 24 years of industry experience, currently serving at Raymond James Financial in Irving, TX. He has been with Raymond James since 2015 and has also held a position at Southern Methodist University since 2019. Outside of his advisory role, Kupper is a co-branch manager and wealth manager at Cadent Capital, LLC. 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 clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains programs that address municipal finance and SIMPLE IRA employer advisory services.

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

CFP®, Series 63, Series 65

Irving, TX

Raymond James Financial

Benjamin Carr is a CFP®-certified financial advisor at Raymond James Financial with nine years of industry experience. He has previously worked at Cetera and Foresters Financial Services. Outside of his advisory role, he serves as an associate planner at Cadent Capital LLC, where he supports practice management and trading activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique advisory arrangements.

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

Mason E

CFP®, Series 66

Irving, TX

Raymond James Financial

Mason Emmel is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Irving, TX. He has previously worked at Bank of America, Merrill Lynch, and Fidelity, among other firms. Emmel is also an associate at Cadent Capital, where he works as a registered representative. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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