Personalized Service, State-of-the-art Support

At Raymond James Correspondent Services, a team of dedicated professionals are here to serve as an extension of the knowledge, experience and dedication you bring to your practice. To these professionals, you are the client, and they work hard to ensure you have the tools and information at your fingertips to provide the highest-calibre service to your clients.

Account Management

We assign each firm a dedicated relationship manager responsible for the strategic business development of our partnership. In addition, a dedicated liaison will be assigned to your firm for all of your daily activity needs. Your liaison stays up to date on all Raymond James policies and procedural changes, helping you navigate our platform.


Raymond James invests in technology to support an integrated, ever-growing platform of cutting-edge tools designed to provide sophisticated solutions, keep you connected across devices and improve advisor-client collaboration.

Transition Services

From the day you decide to clear through Raymond James, our team will take the lead on ensuring a seamless transition to our platform and services. A transition consultant will personally assist you with the important details and act as your liaison to the support professionals at the home office, coordinating timely, responsive assistance from each business area essential to making your transition a success.

Marketing Services

The Raymond James Marketing department is staffed with creative professionals with the skills to translate your vision into reality. Whether you are looking for advertising, public relations, strategy or analysis, Raymond James Marketing can develop materials that fit your style, reflect your standards and connect with your target audience.

Specialty Services

In addition to more traditional services, Raymond James offers several other alternatives for client specific needs. For example we operate a Cashless Stock Option Program which allows company employees to exercise their stock options with no personal outlay of cash.


A-la-carte programs and services

The best part of our full range of products and services is that you only subscribe to what you need. Choose from a variety of technology programs, high quality fee-based programs and distinctive asset management services, as well as a complete range of business services.

Fee-based Programs

The various fee-based programs offered by Raymond James Asset Management Services, including managed and non-managed accounts, make it easy to create a solution for any investor’s needs. Clients will have the option of managing their own assets, letting advisors manage them, or leveraging the expertise of carefully screened portfolio managers.

Mutual Funds

In addition to a broad range of fee-based alternatives, we offer one of the industry’s largest selections of mutual fund families and ETF’s available from a single source.

Equity Trading

Raymond James’ extensive agency trading experience for wealth management practioners positions us as a premier provider of equity trading assistance for your business.

Fixed Income

Through Raymond James, you’ll gain access to a wide variety of fixed income products, including corporate and government bonds, mortgage-backed securities, preferred securities, and cash management products, as well as Fixed income investment research.

Access to New Issues

Our correspondent customers are important users of our new issue distribution system and rank beside our employee advisors on our syndication desk.


Equity research is a cornerstone of our organization. Raymond James employs nearly 80 analysts covering nearly 1,300 companies in nine highly focused industries: Consumer, Energy, Financial Services, Healthcare, Industrial, Mining & Natural Resources, Real Estate, Technology & Communications, and Transportation. We are a top provider of equity research in North America in terms of companies covered.

Raymond James Financial Planning

Raymond James Financial Planning is the insurance and estate planning division of Raymond James Ltd. As a National Account and Managing General Agency we can provide you, if desired, with access to a portfolio of insurance-based products through direct relationships with our preferred insurance suppliers.

Tax and estate planning is a complex field and each of your clients has retirement and estate goals that are unique to them. Estate Planning Advisors can add years of experience and expertise to your team and provide the highest levels of planning, support and advice to your clients. Our Estate Planning Advisors can work with you – on a joint case basis – to customize plans tailored to the life goals and planning needs of each of your clients.

Thomson ONE

Our real time quote service is Thomson ONE, one of the three largest quote service providers in our industry. Services include market by price, news service, and on-demand charting services with full customization. Contact us to participate in a complete product demo or inquire about our competitive offering.