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Reviews for Tom Galvin - Raymond James
Add your commentTom Galvin - Raymond James
880 Carillon Pkwy, St. Petersburg
Directions Call Website Suggest an Edit880 Carillon Pkwy, St. Petersburg
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My experience with Raymond James was very bad and very frustrating. Not sure whether I lost money, and, if so, how much. Understanding the company's monthly statements was difficult and when I asked too many questions they fired me. They never did answer my questions in a way I could understand.
In mid 2000 I worked for a Raymond James Branch in the DC area that has since been closed. The financial advisor I worked with had been engaging in unethical behavior. My boss forgot to place a stock order for a customer. Instead of placing a trade correction, he decided to place the order even though the price of the stock had increased. This client was a close friend of his that he had known for 20 years. I was uncomfortable with placing a trade incorrectly so I asked his partner if I could place a trade correction instead. He said yes. The next day I was fired. Later, I reported my suspicions of improper customer service to HQ after finding forged documents. HQ threatened... read full review
We placed approximately $1,000,000 with Raymond James and their agent Capital Waypoint in Fresno, CA approximately 3 years ago. I am retired and my investment goal was to achieve 5% per year income in dividends, interest and appreciation. Raymond James invested the funds in cash, municipal and corporate bonds to achieve these goals. Earnings for two years were less than 2%. As a result, at the end of 2019 upon the recommendation of Raymond James and Capital Waypoint we converted 60% of our portfolio into managed stock funds which Raymond James recommended. Their recommendations have performed very poorly and we lost about $60,000 in comparison to the S&P500. When... read full review