Our Custodian

 
We selected Raymond James for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to put people, planning and principles first, a culture which continues to guide the company today. Publicly traded since 1983, Raymond James Financial (RJF) currently manages over $479 billion in client assets.

As a Raymond James financial advisor we can help you create – a financial plan designed for who you are, how you live, all the things you want to do and all the things you haven’t thought of yet. A plan designed to help you reach the major milestones like college and retirement without overlooking the smaller details like buying a new car or taking a dream vacation.

Since 1962, Raymond James advisors have been creating personalized financial plans. Our founder Bob James was a pioneer of financial planning, bucking Wall Street’s product-first mentality in favor of a belief that financial professionals could do more than sell stocks – they could help build brighter futures. For more than 50 years, Bob’s ideas and ideals have helped Raymond James grow steadily, even through economic downturns, to become one of the most stable independent financial services firms in the country. And every Raymond James advisor draws on our strength and exercises complete freedom to make the decisions, select the products and build the relationships that are right for clients like you.

 

Contact First Wealth Advisory

40W222 La Fox Road Suite F1
St. Charles, IL 60175

Advisory services offered through Red Oak Capital Managment, LLC, an SEC-registered investment advisory firm. First Wealth Advisory may only conduct business with residents of the states for which they are properly registered.

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40W222 La Fox Rd., Ste. F1 St. Charles, IL 60175

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T:331-901-5950
F:888.600.8651

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© 2019 by First Wealth Advisory, Inc.