Connie
Webb

Raymond James Financial Services Advisors, Inc

CRD#4282449
Investment Advisor
in Dallas, TX
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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

Series 63, Certified Financial Planner

Years of Experience

18 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5005 Lbj Freeway Suite 720
Dallas, TX 75244

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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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
  • Other

Connie Webb Work History

Connie has 18 years of experience.

2012 - Present (7 years)

Raymond James Financial Services Advisors Inc

2007 - 2011 (4 years)

Quest Capital Management, Inc

2007 - Present (12 years)

Raymond James Financial Services

2000 - 2016 (16 years)

Webb Financial LLC

2000 - Present (19 years)

Non-Variable Insurance

Disclosures

Connie Webb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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