Malvern, PA Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,959 offices

Location

274 W. Lancaster Avenue, Suite 202

Malvern PA 19355

Advisors at this office

2

Advisors at this office

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Robert F

Series 66

Malvern, PA

Raymond James Financial

Robert Fried is a financial advisor at Raymond James Financial with 24 years of industry experience. He has worked with Raymond James Financial since 2009 and with Raymond James Financial Services since 2004. Fried holds the Series 66 designation and operates out of Malvern, PA. Outside of his advisory role, he serves as an independent contractor for Anchor Investment Group LTD. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary consulting using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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

Series 63, Series 65

Malvern, PA

Raymond James Financial

Mark Mueller is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been associated with Raymond James Financial and its affiliated entities since 1999 and has worked with Anchor Investment Group since 2016, where he also performs independent contractor duties related to local branch support. He serves as an acting executor in an investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to guide client decisions, supporting implementation through various advisory programs.

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