Benjamin Richard Wilcox
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Raymond James Financial Services Advisors, Inc.Sep 2024 to now
- Raymond James Financial Services, Inc.Sep 2024 to now
- BcsnJan 2009 to now
- Ameritas Advisory Services, LLCNov 2021 to Sep 2024
- Black Swamp LacrosseMay 2019 to Jun 2019
- Ameritas Life Insurance Corp of New YorkMay 2011 to Sep 2024
- Ameritas Investment Company, LLCSep 2009 to Sep 2024
- Ameritas Life Insurance CorpSep 2009 to Sep 2024
- Wilcox Financial, Inc.Sep 2009 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5713950
- Firm CRD
- 149018