Virginia Beach, VA Bonney Road 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
4429 Bonney Road, Suite 100
Virginia Beach VA 23462
Advisors at this office
3
Advisors at this office
James S
ChFC®, Series 63, Series 65
Virginia Beach, VA
Raymond James Financial
James Spencer IV is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 38 years of industry experience. Prior to joining Raymond James, he worked at PJ Robb Variable Corp. and Crump Life Insurance Services. Outside of his advisory role, he manages camps, clinics, and tournaments for girls fastpitch softball through his business, Legendary Softball LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional investors. The firm employs a non-discretionary approach tailored to client goals and supports extensive advisory programs and institutional consulting.
William M
CFP®, Series 63, Series 65
Virginia Beach, VA
Raymond James Financial
William Miller is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He is currently with Raymond James Financial and has prior experience at Fulton Bank. Miller is also involved with WGM Enterprises, Inc. outside of his advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public-finance advisory services.
Rickey M
CFP®, Series 63, Series 65
Virginia Beach, VA
Raymond James Financial
Rickey Mayo is a CFP® professional affiliated with Raymond James Financial in Virginia Beach, VA, with 42 years of industry experience. His career includes roles at Fulton Financial Advisors and RPM Advisory Services at the Bay. Outside of finance, he has worked as a wine consultant and sommelier for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, using tailored non-discretionary planning supported by analytical modeling and technology tools.
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