Why we chose Raymond James

Raymond James, founded in 1962, is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Raymond James has more than 3,000 locations (in the United States, Canada, and abroad) and $664 billion in client assets.* Since its inception, Raymond James has focused on serving the needs of individual investors. We selected Raymond James as our custodian because they have a long history of supporting independent advisors and allow us to do business in a way that puts our clients’ interests first.
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
*As of 6/30/2017

11 East Superior Street
Suite 500
Duluth, MN 55802
Phone: 218.336.2500
Toll-Free: 888.840.8299