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Raymond James has four main lines of operation: private client group, capital markets (made up of equity and fixed income capital markets as well as public finance), asset management group (made up of asset management services and Carillon tower advisers) and banking. [11] [12] [3]
Private banking is a general description for banking, ... Raymond James: ... Since private banking concerns understanding a client’s need and risk appetite, and ...
September 2016 marked a new chapter for Alex Brown Wealth Management when it was officially sold to Raymond James. [6] The company provides a range of advisory, brokerage, research, and investment services to high-net-worth individual investors in the US. It performs research on more than 2,500 stocks, as well as corporate bonds and foreign ...
These services are provided by a person or firm – such as a bank, trust company or registered investment adviser (RIA) — serving as a trustee, executor, personal administrator or discretionary agent having direct responsibility for managing assets for or on behalf of individuals and families, as well as estates, trusts, private foundations ...
David Joseph Long, Raymond James & Associates, Inc., Research Division: Got it. And then the second question I had relates to the investment securities portfolio repositioning.
Thomas James (born 1942 – 1943) is an American billionaire businessman, the chairman of Raymond James Financial, founded by his father Robert James, for 40 years. As of March 2022, his net worth was estimated at US$2.3 billion.
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By Raymond L. Dirks and Leonard Gross. New York: McGraw Hill Book Company, 1974. ISBN 978-0070170254; The Impossible Dream: The Equity Funding Story; The Fraud of the Century. By Ronald L. Soble and Robert E. Dallos. New York: G. P. Putnam's Sons, 1975. ISBN 978-0399113789
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