Client Bill of Rights

Protecting your rights as a client

Our nation’s Bill of Rights was designed to protect our liberties as free citizens. The Raymond James Client Bill of Rights was created to protect your best interests as an individual investor.

Your rights as a client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Constitution Financial Partners, LLC, An Independent Firm | Securities Offered Through Raymond James Financial Services, Inc. Member FINRA/SIPC
85 Constitution Lane, Suite 100E Danvers, Massachusetts, 01923
Office: 978 -777-5500 Patti Cell: 978-578-2792

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.