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Get to know The Advanced Planning Group | Raymond James

The Advanced Planning Group is not a standalone company but an internal, value-added resource within the larger Raymond James financial services firm. This dedicated group of professionals, including attorneys, accountants, and certified financial planners, provides specialized expertise in complex financial matters. Their mission is to support Raymond James financial advisors in serving affluent clients by offering in-depth analysis and strategies for wealth transfer, estate and charitable planning, business succession planning, and retirement solutions. They do not work directly with the public but act as subject matter experts for the firm's network of advisors.

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The Advanced Planning Group | Raymond James

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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A Grade License

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Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

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From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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