Waterfront Advisory Group of Raymond James Revenue

Financial Services • Virginia Beach, Virginia, United States • 1-10 Employees

Waterfront Advisory Group of Raymond James revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Waterfront Advisory Group of Raymond James

Chris Holladay

Vice President - Investments

Company overview

Headquarters	300 32nd St Ste 102, Virginia Beach, VA 23451-2968, US
Phone number	+18665229639
Website	raymondjames.com
NAICS	52
Keywords	Retirement Planning, Wealth Management, Financial Planning, Investment Management, Education Planning, Insurance & Risk Management
Employees	1-10

About Waterfront Advisory Group of Raymond James

ABOUT US: Located in Virginia Beach, we proudly serve the Greater Hampton Roads area, offering comprehensive financial services to families, retirees, executives, business owners, non-profit organizations, and corporations. Our team is dedicated to guiding our clients towards their financial objectives with transparency and a disciplined approach. We tailor our guidance to support our clients' current lifestyle, retirement income needs, and legacy goals, ensuring they feel comfortable and confident at every step of their financial journey. FOCUS AREAS: ✔FINANCIAL PLANNING ✔COMPREHENSIVE WEALTH MANAGEMENT ✔CONCENTRATED STOCK RISK MANAGEMENT ✔RETIREMENT ACCUMULATION AND INCOME-PLANNING ✔PHILANTHROPIC SERVICES & CHARITABLE GIVING ✔TRUST AND ESTATE PLANNING ✔EDUCATION PLANNING ✔INSURANCE AND RISK MANAGEMENT ✔EMPLOYER RETIREMENT PLANS CONTACT US IF YOU ARE: 🔹 Seeking a holistic financial advisory team for you and your family 🔹 Interested in a second opinion on your current financial landscape 🔹 An executive nearing retirement, recently retired, or going through a career transition 🔹 A business owner looking to setup or review your current retirement plan 🔹 A business owner looking to transition or sell your business 🔹 A professional interested in providing a valuable resource for your clients Toll Free 1.844.629.1955 https://www.raymondjames.com/waterfrontadvisorygroup/ COMMUNITY: We are actively engaged in our local community to include but not limited to: ⭐NEPTUNE FESTIVAL ⭐THE NOBLEMEN ⭐JUDEO-CHRISTIAN OUTREACH CENTER ⭐EQUIKIDS ⭐HAMPTON ROADS CHAMBER OF COMMERCE ⭐CENTRAL BUSINESS DISTRICT ASSOCIATION ⭐SOUTHERN CHESAPEAKE ATHLETIC ASSOCIATION

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Waterfront Advisory Group of Raymond James has never raised funding before.

Frequently asked questions

Waterfront Advisory Group of Raymond James is located in Virginia Beach, Virginia, US.

You can reach Waterfront Advisory Group of Raymond James at +18665229639.

Waterfront Advisory Group of Raymond James generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Waterfront Advisory Group of Raymond James has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Waterfront Advisory Group of Raymond James has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Waterfront Advisory Group of Raymond James

Chris Holladay

Vice President - Investments

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