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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Advanced Planning Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Advanced Planning Wealth Management Group, 4770 Campus Dr., Ste. 210, Newport Beach, CA 92660, (949) 501-4600.

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