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CFP

John Schricker

Raymond James Financial Services Advisors, INC
29 Years of Experience
Plymouth, MN
Broker
View SEC Summary
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John Schricker is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plymouth, MN, with 29 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3033 Campus Drive, Suite W110, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John works as an associate/employee at PFK Financial Services Inc. since 2014, providing clerical, administrative, and client services, and also serves as Operations Manager for branch 8JB, taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2016 - Present · 10 yrs
Raymond James Financial Services, INC.Broker
November 2007 - Present · 18 yrs 11 mos
Previous Registrations
Aig Financial Advisors, INC.Broker
October 2005 - November 2007 · 2 yrs 1 mo
Sunamerica Securities, INC.Broker
June 1997 - October 2005 · 8 yrs 4 mos
Metlife Securities INC.Broker
March 1996 - July 1996 · 4 mos
Metropolitan Life Insurance CompanyBroker
March 1996 - July 1996 · 4 mos
State Registrations3 states
AZMNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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