St. George, UT S. Mall Drive 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
94 S. Mall Drive, Suite 103
St. George UT 84790
Advisors at this office
3
Advisors at this office
Adam F
Series 66
St. George, UT
Raymond James Financial
Adam Fluckiger is a financial advisor with Raymond James Financial Services Advisors, Inc. based in St. George, Utah. He holds a Series 66 credential and has 15 years of industry experience, including 11 years at Edward Jones. Outside of his advisory work, he serves as the head coach of the Hurricane High School Mountain Bike team. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Samuel B
Series 66
St. George, UT
Raymond James Financial
Samuel Bates is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James, he worked at Edward Jones for 11 years. Bates is also the owner and CEO of Bates Financial and is associated with North Rim Financial Group, both of which serve as support entities related to his advisory activities. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both advisory programs and institutional portfolio management.
Darin F
Series 66
St. George, UT
Raymond James Financial
Darin Frandsen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience, including 14 years at Edward Jones prior to joining Raymond James in 2022. He also owns and operates a personal LLC for tax purposes and manages a branch DBA related to expense administration. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA Employer Advisory services.
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