Ranked #6 in Charlotte

Raymond James Financial Services

Guide Score: 24/100
Verified April 18, 2026

Looking for an trusted accounting firm in Charlotte? Raymond James Financial Services brings deep expertise to every project. The team holds professional credentials including crs. Reach them at 9802371977. Visit their website to learn more about their work. Located at 5960 Fairview Rd Ste 100. Led by Clients Business, raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Professional credentials include CRS. Located at 5960 Fairview Rd Ste 100. Reach them at 9802371977. Visit their website for more details on services and portfolio.

How We Scored Raymond James Financial Services

Google Rating
N/A/5 → 0/25 pts
Review Volume
0 reviews → 0/15 pts
Credentials
CRS → 0/20 pts
Press Recognition
1 mentions → 5/15 pts
Web Presence
5/10 pts
Experience
64 years → 6/10 pts
Profile Completeness
8/5 pts

Key facts

Founded
1962
Managing Partner
Clients Business
Team size
1
Based in
Charlotte, NC
Address
5960 Fairview Rd Ste 100
Website
Phone
9802371977
Certifications
  • CRS

Press mentions

Frequently asked questions

What is Raymond James Financial Services's ranking among CPAs in Charlotte?
Raymond James Financial Services is ranked #6 in Charlotte with a Guide Score of 24/100. This score is based on Google reviews, professional credentials, press recognition, web presence, and experience.
What services does Raymond James Financial Services offer?
Raymond James Financial Services's specific services are not yet catalogued in our directory. Review the firm's website at http://raymondjames.com/johnager or contact the firm directly for their current service offerings.
What credentials does Raymond James Financial Services hold?
Raymond James Financial Services holds the following credentials: CRS. These are verified against public professional registries.
Where is Raymond James Financial Services located and what areas do they serve?
Raymond James Financial Services is based in Charlotte, NC. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
How do I contact Raymond James Financial Services?
To engage Raymond James Financial Services: Visit http://raymondjames.com/johnager to review their services, or call 9802371977. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.