James Granich
James Granich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lutz, FL, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
17878 US Highway 41, Lutz, FL, 33549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an independent contractor for Emphasize Financial Planning, where he signs checks and manages cash flow, dedicating minimal time. He also works as an independent contractor for Emphasize Financial Planning LLC, providing training, advisory services, meeting preparation, and plan updates, also dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations22 states
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