Unclaimed
Colin T. Smith is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc., based in Stockton, California. Colin's focus is on providing financial planning and investment management services to individuals, families, and businesses. Colin has a strong background in the legal field and brings a unique perspective to wealth management. Colin is also a registered representative with Raymond James Financial Services Advisors, Inc., a firm with over 6,000 licensed advisors and over $344 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
05/14/2020 - Present
Raymond James Financial Services Advisors, Inc. (STOCKTON CA)
Active
Inactive
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