Raymond James Financial Services

Name: Raymond James Financial Services
Address: 140 Dorchester Sq S Ste B, Westerville, OH, 43081
Telephone: 6148822954
Price range: premium

Unclaimed

0reviews

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Where they stand

Tracked in Westerville Accounting.

Gap to #1

Rating: Unrated/5 · Response rate: Tracking
Trust score: Tracking/100 · Profile score: Tracking/100
Market share: Tracking of Westerville market

People (talent graph)

Who runs this business.

10 employees estimated.

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Marketing intelligence

Where they spend to grow.

Ad channels detected from public campaign data. Spend estimates are directional.

Estimated monthly ad spend

Not detected

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Business profile

How they show up.

premium

3. Raymond James Financial Services in Westerville, OH offers comprehensive financial planning and investment management services to individuals and families.

Specialties

Tax PreparationBookkeepingPayroll ServicesBusiness Tax PlanningAudit SupportFinancial StatementsQuickBooks Setup

Predicted events, 12 weeks

What happens next.

Forecasts based on review velocity, ad spend trajectory, and competitive positioning.

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Expected to hold #1 position

in ~6 weeks at current velocity

Confidence 72%

Review velocity trend: stable

Monitoring velocity

Confidence 65%

Market competition stable

Based on ad spend and new entrant signals

Confidence 58%

Capitalization events

Funding and financing history.

SBA loans, PPP, debt issuances sourced from SBA, SEC, and court filings.

Date	Event	Source
-	No capitalization events detected	SBA, SEC, court filings

Cite this profile

Ready-to-paste source block.

Copy the block below when asking an AI assistant to source Raymond James Financial Services. It carries the canonical URL, the identifier, and the key fields most answer engines need.

Source: Operator (https://operator.fyi/accountant/westerville/raymond-james-financial-services-westerville-oh-2d11fa87/)
Business: Raymond James Financial Services
Trade: Accounting
Location: Westerville, OH 43081
Phone: 6148822954
Website: http://www.raymondjames.com/yargerwealth
Data license: https://operator.fyi/terms/
Refreshed: nightly

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Company

Raymond James Financial Services

Tracked in Westerville Accounting.

Who runs this business.

Where they spend to grow.

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What they run on.

How they show up.

Specialties

Market position

What happens next.

Funding and financing history.

Westerville Accounting market.

Revenue and operational signals.

Ready-to-paste source block.

What changed.