Raymond James Financial Services
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- In business 18 years (since 2008)
From public records and the company's website, not a statement that it's for sale.
What they do
The Turner Group is a Tulsa, Oklahoma financial advisory practice, operating as a Raymond James financial advisor team, that provides wealth management, financial planning, and related guidance to business owners, retirees, healthcare professionals, women, families and people in life transitions.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- Raymond James Financial Services · brand it sells or installs
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Raymond James Financial Services this business | $1.1M | — |
| Farmers Insurance - Ryan Burdan Tulsa | $815K | 0.0 mi |
| Mark Mccord - Ameriprise Financial Services Tulsa | $1.1M | 0.0 mi |
| Farmers Insurance - Edward Buffalo Tulsa | $815K | 0.0 mi |
| Farmers Insurance - John Robertson Tulsa | $815K | 0.0 mi |
| Burkes Young - 4739 E 91st St Tulsa | $815K | 0.0 mi |
| Krista Faluotico - 4739 E 91st St Tulsa | $815K | 0.0 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Raymond James Financial Services
Raymond James Financial Services is a finance and insurance company in Tulsa, Oklahoma, in business since 2008. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Raymond James Financial Services?
- The owner of Raymond James Financial Services isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Raymond James Financial Services make?
- SeeBITDA estimates Raymond James Financial Services's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Raymond James Financial Services worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a finance and insurance company its size. Likely range: $435K–$2.1M.
- When was Raymond James Financial Services founded?
- Raymond James Financial Services has been in business since 2008.