Oakland, ME 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
46 B First Park Drive
Oakland ME 04963
Advisors at this office
3
Advisors at this office
Lindsey C
Series 66
Oakland, ME
Raymond James Financial
Lindsey Cameron is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has seven years of industry experience. Prior to joining Raymond James, she worked at LPL Financial LLC and Progressive Casualty Insurance Co. Cameron also operates LC Consulting LLC, a business entity separate from her investment advisory activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Thomas S
Series 63, Series 65, Series 66
Oakland, ME
Raymond James Financial
Thomas Shupe Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior firms include LPL Financial, AXA Advisors, Franklin Templeton Distributors, and Edward Jones. Outside of his advisory role, he is involved with ALZ Enterprises LLC, a home-based business entity for tax and investment purposes. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports its clients through advisory programs and a large affiliated advisor network.
Peter K
Series 63, Series 65
Oakland, ME
Raymond James Financial
Peter Kemos is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at LPL Financial LLC for eight years and has a background that includes an affiliation with the College of the Atlantic. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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