Raymond James Financial Services Advisors, Inc
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About this Advisor
Connie Webb is a certified financial planner working in Dallas, Texas, with 18 years of professional experience. Webb is currently employed by Raymond James Financial Services Advisors, Inc. During their career, the advisor has held roles at Quest Capital Management, Inc, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Webb Financial LLC and Non-Variable Insurance. Webb holds a Series 63 license, which qualifies them as a securities agent, and can serve investors in Texas. Raymond James Financial Services Advisors, Inc is an advisory company that has its headquarters in Dallas, Texas. The firm has offices in 2,040 locations and a total of 5,600 financial advisors. It controls $81 billion in assets among its 280,698 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 100 charities and foundations. Of its 280,698 customer accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which services are offered. Fees billed by Raymond James Financial Services Advisors, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Connie Webb Work History
Connie has 18 years of experience.
Raymond James Financial Services Advisors Inc
Raymond James Financial Services
Quest Capital Management, Inc
Webb Financial LLC
Connie Webb has no disclosures.
Please visit their SEC profile for more details.