Victorville, CA 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
12530 Hesperia Rd, Suite 214
Victorville CA 92395
Advisors at this office
2
Advisors at this office
Angel E
Series 66
Victorville, CA
Raymond James Financial
Angel Espino is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, he is involved in community activities including serving as a project coordinator for Bear Valley Country Club, a visitor host for BNI, a member of the Chamber of Commerce in Apple Valley, and participates in community engagement for St. Mary’s Hospital. Raymond James Financial Services Advisors, Inc. offers tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses risk profiling and analytical tools to support non-discretionary planning and promotes implementation through its advisory programs or other providers.
Tom C
Series 63, Series 65
Victorville, CA
Raymond James Financial
Tom Canchola is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been with Raymond James Financial and its affiliates since 2001. Outside of his advisory role, he owns a seasonal personal income tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting 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 supports advisory programs as well as institutional consulting across a large network of advisors.
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