Raymond James Reviews (2025)

Review:  My Financial Advisor, Brianna Beski, from the Colorado Springs Office, truly goes above and beyond. She consistently stays in touch, reviews my portfolio, and guides me in making smart decisions as I prepare for retirement. She takes the time to thoroughly explain everything and provides fantastic educational workshops on topics ranging from trusts to divorce. Brianna even reviewed my trust and answered all my questions, and she guided me on how to apply for my SSI widow benefits. She is hands down the best financial advisor I’ve ever worked with, and I highly recommend her.

Review:  My advisor Peter Anderson an honest hard working Montana born and raised Ranch kid, college football player,college graduate, hard working , focused human being who has made my experience with Raymound James thus far exceedingly positive over other investment firms I have worked with over the last 30 years. I look forward to his help securing my financial future into and thru retirement.

Review:  The customer service here is consistently terrible. I’ve had disappointing experiences at nearly every level. I set up an account to be invested, but half the money I contributed is just sitting idle in a cash account earning nothing. My advisor left the brokerage, and I wasn’t notified until after the fact. No one bothered to call me, and the advisor who supposedly took over my account never reached out in any meaningful way. I wasn’t even given any guidance or support in choosing someone to replace my original advisor.

I’ve also received poor advice on technical issues, which resulted in double the work and effort on my part. It seems like my advisor couldn’t be bothered to read my full question before responding. There’s no kindness or courtesy in how they handle clients, either. Honestly, I’d rather stash my money under a mattress than deal with this team.

Review:  More than 3 years down the line I still have negative ROI and it’s not improving. Of all the investments I have Raymond James is by far the worst performing of them all

Review:  Sadly, my father-in-law passed away, and his money was with Raymond James (Fulton Bank, MD). I wish I could say something positive about them, but that would be a complete lie. The service was absolutely HORRIBLE. They didn’t respond to emails, took forever to accomplish anything, and seemed utterly clueless. We couldn’t get the money out of their hands fast enough, but even that turned out to be far more difficult than it should’ve been. Stay far away from this company!

Review:  Being in our 70's, my wife and I were looking to consolidate our retirement accounts and other investments in one place to facilitate for our children and grandchildren. RJ was one of the firms I chose, and opened a brokered CD for under $80k. One of the first questions I asked was "what fees would I incur on my traditional IRA account. Ron, vice president -investments, assured me there were no fees for the IRA account. Got a good rate for my investment, but was assessed a $75 IRA fee latter that year. After discussing this matter with a manager, the fee was reversed.
During the year, I was continually contacted by Ron as to when I would be moving more money his way. I understand this is their underlying philosophy, however it was annoying after a while, especially after personally doing all my investing since my early 20's with above average results and not paying someone whether he made or lost money for my account. Only I was responsible and figured I save tens of thousands if not more in fees over the years. Could I have made more money or could I have lost more money with an advisor? I sleep well at night with my decisions and enjoy the knowledge learned.
The initial money was a rollover, which the State of Wisconsin never received the proper information and subsequently was assessed a $5000 tax liability for taking an IRA distribution of $80,000. This was eventually corrected by me using my records of all transactions pertaining to this event some 6 months later. This never happened with previous once a year rollovers in the past.
I have since closed my account and will have no future correspondence with RJ.
My advice to future clients will probably fall on deaf ears who do not want to trouble themselves and take the initiative to read/understand financial information.
There is not much difference between some financial advisors, car salesmen and the old snake oil characters from the past. I did use the word "some" in my previous statement. I have known exceptional individuals connected to both the auto industry and finances.
The total assets of both my wife and myself exceeds $1.5 million, being at the lower end with no exaggeration. Who is the bigger loser?

Review:  Broker of family trust changed to RJ from another firm and we followed. Trust owner passed a few months later. Im sole beneficiary and should receive 5% annually. It's been 3 months and no one can tell me when I'll get the disbursement. The broker initially told me 1.5 weeks, which was a flat out lie and now they just tell me it's out of their hands but won't let me contact the trust department. So frustrating when you think you can trust someone.

Review:  They keep spamming me with messages regarding an alleged account of mine which they refuse to tell me anything about. They ask for lots of personal information of mine including my Social Security Number, so apparently some phishing scam. I've asked them repeatedly to either tell my why they are spamming me, or to stop doing it. They refuse to give me any information about their cryptic messages but continue to send them. I filed a complaint with the SEC and Raymond James STILL won't cooperate or assist.

Review:  I been with mybroker for a few years before he merged with Raymond James. I continue to see profits. My broker goes above and beyond to update me. He explains every investment and the rationale behind them. He’s also been an asset for some outside work I’ve needed to do with the state and financial issues. I have absolutely no complaints with Raymond James.

Review:  Family has been with an advisor for many years. They are under Raymond James. I asked them to take us on as clients. They said "sure". After selling all my fractional shares at Robin Hood (at a LOSS) and moving all my money over, they then proceed to tell me Raymond James won't allow me to have an account because I live outside the US. I am stationed outside of the US which I try until I am blue in the face to explain. They say only exception is "active Duty", which I explain as a federal civilian employee I fall under SOFA and am treated the same as Active Duty. Total waste of my time. And now I had to open another general online account with Fidelity to move all the losses into that account. I feel Raymond James has grown too big to care about the small investor. Save yourself time and headaches by finding another place that cares and actually listens. I will never go back to that place after the mess they created. NEVER!

Review:  Fees were extremely high and when I asked for an explanation, I got nothing from my broker, his boss or the Head Office of RJ in Vancouver. They all refused an explanation as to how fees were calculated.

To make matters worse, my first advisor with Raymond James had me invest in his venture stocks which he swore by. What I wasn't told was that this was all he was invested in and guess what, he was leaving RJ. Lost a huge amount of $$$ there.

When meetings were held with my new younger advisor, nothing was ever answered or finished. He rarely got back to me and if he did, he was very dismissive and disrespectful. STAY AS FAR AWAY FROM THIS FIRM AS YOU CAN.

Review:  Negative Growth after 3 years. Abysmal

Review:  I HOPE TO GET HIM TO ARBITRATION AND HIS SUPERVISOR!
GET AN AUDIT!!
NEVER USE RJ BIG MISTAKE

Review:  March 29 and I still don't have tax forms. This is bull crap.

Review:  My RJ broker talked me in to two IPO investments (one for $7500 in a Quebec diamond mine, another for an Alberta oil and gas services company.) As of today the diamond mine shares are worthless due to bankruptsy, the O&G shares are at about 3% of original value. I received no advise from RJ as to selling these shares during their declines. It turns out both these ventures were underwritten by RJ and therefore it better served their purposes to let the common shareholders lose their money rather than act in the role of protecting the shareholders assets. If RJ suggests an IPO, it might be worth asking them what skin they have in the game and if they say they are underwriting, then avoid investing in it. I transferred my entire portfolio to another firm (in kind) but every statement reminds me of Raymond James, the broker and my losses.

Review:  Raymond James will never stand with the customers doesn’t matter that the financial adviser is lying .never deal with any one from Raymond James over the the phone make sure it is either recorded or email

Review:  My advisor is quick to hop onto service questions and sniff out good ideas for investing.

Review:  We lost are nestegg. The RJ lawyers delayed the FINRA hearing for two years. My wife died by the time we were awarded some comprnsation.
https://brokercheck.finra.org/individual/summary/1410593

Review:  We lost our nestegg and the FINRA compaint took two years to resolve. The RJ lawyers delayed the case until my wife was dead. Here is the link to the judgement.
https://brokercheck.finra.org/individual/summary/1410593

Review:  I probably should’ve realized this was not a good company when the advisor I hired stopped calling me. Apparently I was reassigned to the general pool at HQ, which I didn’t know until I reached out to my original advisor. I have basically been putting the limit into my RothIRA, only to discover it just sits in a cash account of some kind and while I’m charged feels on both my RIRA and IRA accounts, there’s literally no one doing anything with either one. I spent hours over the weekend looking through the online portal and transactions: it’s obvious my accounts are on autopilot. If I earn $0.02, it is immediately reinvested, but the cash has been sitting there marked as RIRA funds but never move other than to pay the annual fees on the accounts. After reading the other reviews, I’m appalled at how this corporation has treated other people, especially the elderly, their relatives, and the relatives of people who’ve passed away. I hope those people hire an Estate attorney to deal with this absurdity because most people sign paperwork upon opening these accounts so that the money bypasses probate and is immediately payable on death to the designated beneficiaries. I’m stunned to read that survivors are told they cannot access their deceased loved ones funds. Even if the accounts weren’t set up as payable upon death, the money should then go through probate, so folks working at RJ either have no idea what they are doing or are lying about the process of getting the money out, and I’m not sure which is worse! I’ll be moving my accounts to a better company ASAP and if there’s even the slightest trouble doing so, they will have a legal problem. I won’t tolerate one iota of nonsense after paying for nothing for 2 years. TWO YEARS OF AUTOPILOT! And over the course of 9 years, even when my accounts were actively “managed,” they weren’t managed very well. That money over time should’ve at least been making an average of 7-8%. Do better RJ!

Review:  Met Rich in 1997 dealing with INVESTMENT firms on his own. I gave him approximately $16000.00 to invest. He told me to not open statements and throw to side as markets go up and down. He never explained anything about investing. I believe he told me that his fees were earned by how much money he earned me (lie). In 2011, I gave him $72,000 and throughout $3,000, $7500, $ 4500. These are approximate except the $72000.00 I invested. I met Rich once when he was doing door to door marketing. Again in 2010 when he joined Raymond James. Over 22 years, I talked to Rich at most 5 times. He offered me no financial advise but certainly charged a large amount (which they refused to provide me with a summary of all fees he charged). He is not honest, reliable, trustworthy, or does no advising. AVOID THIS BROKER he will suck you dry and deplete your investments you gave to pay himself!!! On November 15, 2022 the complaint resolution department refused to provide me with the fees charged for doing nothing! STAY AWAY. Rich will never provide you with honest answers. HE’S A PLAGUE!

Review:  Recently received a disciplinary disclosure from the Raymond James Investment firm regarding 2 recent complaints leading to arbitrations against my Financial Advisor. The most recent one had been settled for a greater amount than requested...with the older case, "Still Pending." I called the RJ firm's Advisor Supervisory Principal and requested an Analysis of my account, who told me, "No Problem! Expect it in the mail in 1-2 weeks." (I wanted this info before meeting with my Financial Advisor in question.) After 3 weeks had passed with no response at all, I called again for an update. Was told to, "Expect an update call today!" Instead of getting a call from the RJ firm...it was my Financial investment Advisor that called and said to me, "You realize, that every time you call RJ, they call me!ll Let's meet and I can answer any questions you have. Should I consider this a red flag about both these entities?
I really don't know much about investing, its confusing terminology and the many unknown fees, costs and tax consequences that likely will ultimately have damaging and costly effects on my hard-earned investments.
I am feeling so vulnerable and overwhelmed and don' t really know which way to turn!!! I'm agonizing about what to expect from the upcoming meeting with my Financial Advisor.

Review:  total rip off artists....I had the misfortune to deal with Edward Lynch(Goshen and Warwick NY) He'll rob you while keeping his phony smile.... stay away.... FAR FAR away

Review:  For an elderly relative's account, which was to be distributed to the beneficiaries at death, the Raymond James broker and his team selected 14 different financial instruments for "diversification". When each of those instruments was sold, RJ received $80 x 7 (since the shares were split among all of the beneficiaries). In my case, some of the worse examples of this "diversification" were IYG (broker fees cost 44% of the total instrument value), XLE (52% of total value) and XLI (39% of total value). So, the brokerage basically took 40-50% of the value for these instruments from each beneficiary. If they had simply bought one fund (for example, S&P index), the diversification would have been adequate. But instead, they select 14 different instruments and thereby increased their fees by 14-fold. And the person setting up the fund had simply wanted conservative, safe investments that would hold their value as a whole (2 out of 10 risk tolerance). But with such a large percentage of the total amount of the above 3 investments going to the brokerage, the beneficiaries lost up to 50% of the investment value 6 months after it was purchased. That seems strange for an investor indicating low risk tolerance and a desire to retain the value to the investments. The excessive "diversification" was simply a way to receive more fees. Watch out!

Review:  I had an account with Raymond James thief Benjamin Biggs. He would buy/sell, “Investments,” at his whim. When asked to provide statement of fees, he refused. I suspect theft of my money. I filed a report with FTC to which h Biggs conned his way out of criminal activity.

DO NOT DO BUSINESS WITH RAYMOND JAMES OR BENJAMIN BIGGS.

Review:  My advisor is fast, high-integrity and has a background in journalism.

Review:  RJ has some of the highest management fees in the industry. And they do not communicate well with investors and local branch managers. Additionally they have silly little investment rules that prevent you from investing in certain companies even in self-directed accounts and companies listed on major exchanges. For example, crypto minining stocks listed on the NASDQ.

Review:  My mom died 4 mos ago and Myself my sis and 2 deceased bros were on the acct I took death certs to them and my ID they couldnt tell me the bal in acct. The last stmt my.mom got it was $40k .they said i would only get 1/4 the attys would get the rest and fees due to my bros being deceased. I got a ck today for $14k hrs later they called and said they made a mistake and stopped pmt it was only supposed to be $7000. What the fuck?? Even $40k split 4 ways is $10. And why 4 ways when 2 are dead. Guess it goes to their heirs. But why send $14k idiots scarry idiots DONT USE THESE CROOKS!!! 4: MOS THEY TOOK FEES OUT AFTER MY MOM DIED .

Review:  I worked for a company, that regularly received RJ money and all they did was pay over priced invoices from very sketchy vendors, no real product to show for it, they were just a middle man to launder money coming from RJ. Thus RJ should have known what they were doing and were in on it.

I'm pretty sure the way it works is they take money from real investors and keep it for them selves similar to a pyramid scheme, but they ad extra steps to launder the money via "investments" that later payback the "invested" money via fraudulent invoices which makes the money hard to trace, and that's why they are still around, this makes them capable of laundering large amounts of money coming from "nice" sources

Review:  TD Ameritrade is the best!! Switched to Raymond James and lost money “every day”!!! Could not get out quick enough. Great at taking your money and giving you some water, a hat,…. but that’s it. Every stock they picked lost me money and I got to pay them for doing it!!! Needless to say, I’m back with TD Ameritrade and never leaving. I have control of my money. Don’t turn it over to anyone. Nobody is going to take care of your money like you!! Don’t trust Raymond James to do it. Bad reputation!!!

Review:  These people are evil. I inherited an IRA account that was handled by Southwestern Investment Group(SWIG), through broker/dealer Raymond James, when my mother passed away. I have an old Fidelity account I wanted to transfer the money to. SWIG told me I would have to open an account with them in order to transfer my funds. Upon receiving the application I noticed several questions that weren't pertinent to transferring my funds. They were just for data collection, sharing and marketing purposes. So I sent the application in without answering them. I was denied. Soon after I was contacted by Taylor and he was unable to answer many of my questions. That's when he referred me to Deborah Jenkins , chief compliance officer. During my conversation with Deborah she lied to me about their privacy policy, SEC rules pertaining to information they are required to collect and she suggested I just put zero on the application to get around the questions I wasn't comfortable with. She also would not let me speak with someone else in the firm that may be able to help. Explaining to me it was either her or Taylor that would have to help me. Then two days later I received an email from her telling me zero was not acceptable because according to her it was not possible for the Fidelity account I opened to have a zero balance. She also said she spoke with a Raymond James compliance officer about this situation but would not provide that persons name because they were an external compliance source. That is when she informed me no further help could come from their office and I would be referred to Raymond James corporate compliance. I sent her an email explaining her assumption of my Fidelity account balance was wrong. I also sent her a copy of SEC rule 17 a-3(17) exempting the broker from having to obtain this information if the client does not want to provide it and I asked her to explain refusing the answers she told me to submit. After contacting Raymond James I was told, after an internal investigation in which I was never contacted nor allowed to participate in, that they were fully exonerating SWIG. At this point they are intentionally stalling and extending the process for me to receive my funds. This is wrong and should be illegal. If you have any intentions of doing business here please proceed with caution

Review:  I've left my last employer the beginning 0f 3/2021 and requested a payout. It's now 5/11/21 and nothing.. I've sent emails and spoke to a live person that offered a transfer to my new employer, which i declined.. The payout is less than 2'000..Its sad i'm gonna have to take legal action for such.. but for the pain and suffering and none communication from them looks like a better payout for me..i guess its better for them to loose more instead of settling a small amount

Review:  Due to complex circumstances surrounding a family bereavement, I lost track of a Raymond James account with not a huge sum in it - low four figures - but enough for me to fly to the States to visit family when that’s next possible.... I recently recovered details of the account. I contacted the Chicago branch from the UK where I live and the polite receptionist(?) put me through to Mr Shively, branch manager. I got his voicemail and left him a message, but a week later still no response. I rang again and was transferred to customer services. After a long time on hold for customer services (from the UK...) I wasn’t getting through, so I phoned the branch again and persuaded them to give me an email address for customer services. I emailed all relevant details. More than two weeks later I still haven’t heard anything from customer services (or the branch).

Review:  They charge fees, their funds charge fees and their funds often make lots of taxes. Did not realize I was losing close to 4% a year until I did the math. Nice but no where close to worth it.

Review:  I have invested through RJ for over 30 years. My first couple investments took hits because they wanted to try something that they felt would be beneficial. I lost quite a bit of my portfolio, so I took some and invested on my own not through RJ. When my RJ account had dwindled down to about $6,000. I invested in Snap on a whim at $11.00/share. It decreased to around $6.00 per share. Without warning, they closed my account stating that my account was less than $5,000 and is no longer viable and sent me a check for the remaining money. I was furious. Snap is now over $55.00 per share. Just a bunch of morons.

Review:  Raymond James is tied for 4th in The 2020 JD Power Investor Satisfaction Study of 20 firms. If anyone wants to check on a specific advisor’s history, visit their profile at Brokercheck on FINRA’s website.

Review:  I had an account with RJF thru stockbroker Benjamin Biggs. I asked Benjamin Biggs multiple times for a statement on fees he charged me for financial transactions. Ben Biggs refused my request every time. I suspect Ben Biggs overcharged me & hiding the theft of funds from my account. I contacted RJF who said Ben Biggs told them he did provide the information. He didn’t.

Do not do business with RJF or Ben Biggs. I suspect theft of money from my account. I have turned the matter over to a lawyer.

Review:  When the market crashed in March of 2020, I was excited to open a stock account and dump as much cash in as I could come up with. That was an excellent move on my part as I am up 60% in 6 months. My Raymond James Broker in Arizona, managing my retirement account actually sold all my funds at the bottom of the sell off. I checked with him once I started getting the sell orders and he said he is doing the same thing with his personnel account. Then I received a buy order for one of the mutual funds he had sold earlier at a lot higher price. I immediately removed all money and am managing myself. I did call and let them know that selling low and buying high is investing 101!!!!!!. Just typing this I am getting pissed off all over again.

Review:  Parents had their estates planned with Raymond James. This included, wills, trusts, pre-nups and POA's. Assured by Raymond James they opened and titled 2 POD accounts as instructed, ensure no changes could be made, which was true (accounts divided equally). Accounts were there many years. New broker comes in, father dies, 8 weeks later mother dies, 2 weeks prior to mothers death POA comes in and takes all the money changes POD to inherit monies, which is illegal. When Broker at Raymond James was informed, they did not even look at account, said the POA could, and would not even give us the courtesy of contacting anyone within the Co. about the issue, instead they stood firm in their decision. I am a compliance officer, talk about a red flag!!!!! The broker had no compassion for family who was already grieving, broker did not even read the file, or the POA and would not . These 2 seniors citizens came to Raymond James for help and believed all was left as they wanted. Raymond James may know how to sell or invest, but they sure do not know anything about compliance laws! And now on top of this we have to pay the lawyers....I cannot think of anything lower than this. The Broker is not out anything, as the POA opened a new account with them...ENSURE you understand what you are signing and if it is your estate, take it to a lawyer to double check!

Review:  Raymond James has supported the counseling of one of its members that has lead to risky investments and important losses to the estate for which I was the liquidator. The name of the counselor is Louis Després from their Quebec office in Canada. The victim was an old and vulnerable person who suffered trust abuse. The estate tried to file an official complaint to the advisory and regulations office in Quebec (AMF)but since the titles and shares had been acquired for more than six years, they could not intervene against the counselor. It was only after her death that the estate was made aware of these actions explaining why no complaint had been made to the AMF.

Review:  Been with the same Broker since 2006 and really like ... However, RJ is not the company it seemingly was then... I now feel the need to keep constant watch on my account. I am not pleased with the changes that has taken place in their firm nor with their Brokers'. And like i said it doesn't seem that RJ, as a whole, is concerned with their clients as much as they are with doing well themselves. Which i do understand, profit, but there is that fine line of confidence that is eroding away with no safety net. Brokers' are just human like we ourselves and i really try to keep that in mind so as to not over-step. But this year alone with the trend of rising fees that are astronomical, Bookkeeping Discrepancies sometimes catching my eye, and other not so ethical (in my view) looming practices, I remain their faithful client though I struggle with growing TRUST ISSUES.

Review:  Last Friday (February 21, 2020) I called my Raymond James agent to completely close my IRA. I was assured by his co-agent it would be closed that day. Monday morning (February 24, 2020) I wake up to the tragic news that the stock market has had a meltdown! I look at CNBC and think to myself "Thank God I got out on Friday!" Then 1 hour after the market closes on Monday my agent calls me. I'm expecting him to tell me what luck I had in getting out. NO HE DIDN'T!! He told me instead that he didn't close my account on Friday because he was out of town and wanted to speak with me first about closing my account. I was, and still am, SHOCKED!! I couldn't believe him! I asked why he didn't try calling me during the stock market hours that day? He said he was busy!

This is CRIMINAL!! I asked to have my account closed. Raymond James didn't, and I had to endure the FULL HIT in market value. What an egotistical idiot! "I wanted to speak with you about your account first" is Raymond James talk for 'your money is now ours, and we'll let you have access to it if we feel like it'.

Review:  DO NOT EVER USE Raymond James. They are crooks and will not return calls or transfer you Correct Amount if funds. Ripped me off

Review:  I invested my IRA retirement money. In Aug, 1 2007 Publix Super Markets, smart plan was given a check for $17,330,08
from my IRA account. My Licensed Insurance Agent was Allen M Gonzalez. Account # P94A7530557 IRA. I lost my
money. I was told there was nothing I could do about it. I'm retired, living on soc. sec. I still have a copy of my check.
recently found while going threw tax papers. My God I wish some one would have warned me.

Review:  Half a million dollars sat idle. Expensive fees charged every quarter. My broker was an idiot. I did better self- directed at Fidelity than with these jokers. Do not trust them with your money. You will regret it.

Review:  Worked hard to solve some problems. Doesn’t let the world down. Makes great deals. Isn’t a fool or a tough guy.

Review:  The advisor said he could either have sex with me or invest my money or both ...

Now you will be the judge !

Do I want such a person to take care of my finances ?

Review:  Very pleased with our advisor. Known him for about 10 years. Returns have been much better than our previous life insurance company investments. Glad we switched to RJ. Hope to see the funds growing well into the future.

Review:  My mother-in-law's Raymond James broker in Florida has caused her account to lose half of it's value in the past several years, despite a rising market. The investment choices for a person approaching her 80s are criminally inappropriate. I'm about to move her account to a responsible financial firm and employ the services of an attorney to recover the inexcusable losses.

Review:  I started with a small investment of $50K, Then I got passed to another broker who came to my house. Said I wanted to invest $1M. He was not interested unless I gave him my entire portfolio. My response was NFW. You earn my trust not demand it. Today I transferred the original investment to Schwab.

Review:  GREAT WAY TO LISTEN TO LIES AND LOOSE YOU YOUR HARD EARNED MONEY

Review:  After being a client for over 10 years My account was being shimmed. My agent forwarded my problem to a Jennifer Floyd who promptly forgot to return any of my calls waited until it was too late to close my account. Only to insulate her own negligence from being a problem for her bosses. It became very obvious when I went to a ATM to check a theory, I asked for $200 which was declined because the card was shutoff but wanted to see what amount would be in their system. Ms Floyd insinuated I was doing something. I asked what amount my debit was declined at. She said $400 ahhhh haaaa I told her I had the recipient from the transaction & boom a day later my account was closed. I received an email to come to the office for a check. I know many others may be being affected by the Raymond James Chip defect. I've seen some shady stuff in my life 2 days after my account was closed They contact me over a strange $730 deposit that was made in error that they insisted on getting back asap. IM broke & now they add this? Great Place to NOT ever do business with......

Review:  I was a client for 20+ years. I complained because I did not remember the last time my broker contacted me to review my account. I spoke to a supervisor who said they hoped I would stay with them. I had sent broker several emails regarding things happening in the economy. the supervisor actually thought that that was keeping in touch. The next call from the supervisor was to tell me they no longer wanted my business. The supervisor said "we need you to take your business elsewhere." I have never been treated more rudely by any company in my lifetime. I would never do business with this company ever again. The company blamed me instead of the broker because he is one of their top producers.

Review:  My experience was with the Brannam Group in Jacksonville, Fl. Stay away! They duplicated placement of many of my holdings. The holdings they duplicated made them more fees. Since they are not a "fiduciary" the client is at risk, they satisfy themselves first. My neighbor managed my account. My opinion, I never thought his integrity level was so questionable. In my opinion they are pompous and pretentious, Stay away!

Review:  They will not give me the money from my decreased father's account. Said they couldn't sell the stock that I had to open an account in my name and they would transfer it to me but I'm not allowed to cash it out!!!! WTF!!! Nothing but crooks!!

Review:  Stay away from this company and it’s affiliate Southwest Financial Group. Financial advisors will lie about everything, invest money in something that won’t give you a return, and charge you outrageous fees they refuse to provide information on. And don’t ask for anything. They only want the, “Fun,” part but when asked to actually do something, they make excuses why they cannot do it.

Review:  I was pretty happy with the funds we were in, my financial advisor advised we could make a little more with Raymond James. The only person making a lot more money was Raymond James. Their fees were huge, I would have loved to see one month with returns that were more then the amount they took out of my account. Lost money every month. Could not get my money out fast enough. STAY AWAY!!!!!

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