Isaac Duarte Bogarin: Primerica-Financial Services

ADVANTIS ADVISORS Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our team. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Steven and Matt are the analyzers who will work diligently to assist clients towards their financial goals and Jason is the person who will educate clients and prospect about the services of our team.

Founded in 1962, Raymond James Financial Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Located in Upland, Calif., the company is one of the leading investment management firms in the United States. Raymond James Financial Inc. has 2,300 locations throughout the United States, Canada and overseas. The company offers financial products, such as fixed income overview, closed-end funds, stocks and convertible securities, among others. It also renders financial services that include financial/college planning, Certificates of Deposit (CDs), equity capital markets and public finance, to name a few.