SeeBITDAOklahoma

Raymond James Financial Services

Finance and insurance
  • 3108 E 81st St, Tulsa, OK
Estimated valueLow confidence
$1.3M
$437Klikely range$2.1M
About 3× its yearly profit, typical for a company this size in its industry.
Revenue
$1.1M
a year
Profit (EBITDA)
$439K
41% of revenue
Employees
—
not reported
Owner not found yet
We haven't found the owner in public records

How we got $1.3M

Based on typical figures for its industry (2022 Economic Census), not its own records.

A typical finance and insurance business in Oklahoma$1.1M
Revenue$1.1M
× 41% profit margin$439K
× 3 sale multiple = value$1.3M

· Own this business? Correct these figures

What we know

No PPP loan
No 401(k) filing
No reported financials
Company website
Owner not found

What they do

The Turner Group is a Tulsa, Oklahoma financial advisory practice offering wealth management and financial planning. It serves business owners, retirees, healthcare professionals, women, families and people in life transitions.

Products & services
Wealth ManagementFinancial IndependenceBusiness ConsultingTax PlanningEstate and legacy planning
Markets served
business ownersretireessuccessful familieswomenhealthcare professionalslives in transition
Service area
Tulsa, Oklahoma
Certifications
FINRASIPC

From the company's website. Industry: Finance and insurance.

Customers & suppliers

Suppliers & brands

  • Raymond James Financial Services, Inc · brand it sells or installs
  • Raymond James Financial Services Advisors, Inc · brand it sells or installs

Compared with similar businesses nearby

BusinessEst. revenueEst. profitDistance
Raymond James Financial Services
this business
$1.1M$439K—
DELTA LLC
Tulsa · 7 employees
$3.4M$1.2M0.0 mi
Turner Group Tulsa
Tulsa
$1.1M$439K0.0 mi
Southwest Funding
Tulsa
$1.1M$439K0.0 mi
Moneygram
Tulsa
$1.1M$439K0.0 mi
Jenell Wehrli - Insurance Agent
Tulsa
$806K$310K0.2 mi
Small Business Capital Corporation
Tulsa
$345K$155K0.2 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 industry3×
Value range$437K – $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$443K – $1.4M
EBITDA range$182K – $596K
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. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$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 $443K 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 $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.