BBB Business Review

Text Sizesmall medium large

This business is not BBB accredited.

Raymond James Trust Co NA

Additional Locations

Phone: (253) 572-5339 View Additional Phone Numbers 1498 Pacific Ave STE 500, Tacoma, WA 98402 View Additional Email Addresses http://www.raymondjames.com View Additional Web Addresses


BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

This company offers a variety of financial services such as insurance, investment consulting, stock trading and retirement and estate planning.


BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that affect the rating for Raymond James Trust Co NA include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Raymond James Trust Co NA
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: June 01, 1994 Business started: 08/21/1990 Business started locally: 08/21/1990
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Alaska Department of Administration
PO Box 110204, Juneau AK 99811
http://doa.alaska.gov/dof/
Phone Number: (907) 465-2240

Alaska Division of Insurance
550 W 7th Ave Ste 1560, Anchorage AK 99501
http://commerce.alaska.gov/dnn/ins
Phone Number: (907) 269-7900
bret.kolb@alaska.gov

Oregon Division of Finance & Corporate Securities
350 Winter St NE Rm 410, Salem OR 97301
http://www.cbs.state.or.us/dfcs
Phone Number: (503) 378-4140
dcbs.dfcsmail@state.or.us

Oregon Insurance Division
350 Winter St NE Rm 440, Salem OR 97301
http://www.cbs.state.or.us/ins
Phone Number: (503) 947-7980
dcbs.insmail@state.or.us

Washington Department of Financial Institutions
PO Box 41200, Olympia WA 98504
http://www.dfi.wa.gov
Phone Number: (360) 902-8700

Washington State Office of the Insurance Commissioner
5000 Capitol Blvd SE, Tumwater WA 98501
http://www.insurance.wa.gov
Phone Number: (800) 562-6900
cad@oic.wa.gov

Business Management
Ms. Sandy Weaver, Vice President Mr. Steven D Budke, President Mr. Brad Christoferson, Member Ms. Carolyn Christoferson, Owner Mr. Chuck Cox, Member Mr. Larry Goodrich, Branch Manager Ms. Lisa Herr, Administrative Assistant Mrs. Vonna Husby, Managing Member Mr. William Huston, Branch Manager Kenneth Wilkinson, Owner Al King, member Larkin, Manager Dennis Lulay, Owner Frank Mullen, Manager
Contact Information
Principal: Ms. Sandy Weaver, Vice President
Business Category

Trust Companies Insurance - Viatical Financial Services Insurance - Employee Benefits Business Brokers Estate Planning & Management Business Services - General Financial Planning Consultants Insurance Companies Insurance - Health Insurance - Life Insurance - Long Term Care Insurance Consultants Investment Advisory Service Investment Securities Retirement Planning Service Stock & Bond Brokers Stock & Bond Transfer Agents

Alternate Business Names
Christoferson Financial PLLC Cox Financial LLC First Financial Advisory Group LLC Goodrich & Associates Inc Raymond James & Associates Raymond James Financial Services Inc. Raymond James Inc Raymond James Trust Company West Vonna Husby and Associates LLC
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.