Through Raymond James, Robin and his team provide asset management and investment planning services for individuals, trusts, corporations, and qualified pension accounts. Our highly disciplined approach to equity investing, market evaluation, and risk management continue to attract a growing number of individual investors and employee benefit plans seeking to accumulate wealth while preserving capital and controlling risk.
We are dedicated to helping clients individually understand their investment needs and objectives by providing comprehensive financial and retirement planning services through Raymond James. We will not recommend any course of action, or type of investment, until we are fully aware of the clients goals and objectives. Only when we are convinced that the recommended action meets the clients needs, and that they fully understand the reasons for the recommendations, do we proceed. Our philosophy is based on a belief that the most important decision an investor can make is not which investment to buy - but rather, how assets should be allocated based upon the investor's attitudes, objectives, circumstances and risk taking capacity. We believe investing with wisdom and common sense will bring great rewards over the long-term.
Mr. Landry is a principal at Landry Asset Management, LLC, an independent company. He has been in the securities business for 41 years, since graduating from Oklahoma State University in 1974 with an MBA in Marketing/Finance. He started in 1975 at Merrill Lynch in Oklahoma City where he began as a retail broker. In 1979 he opened his own office in Shawnee as a branch manager for Stifel Nicolaus, a regional brokerage firm, where he was consistently one of the top producers. In 1995 he, along with several others, bought the Oklahoma offices of Stifel Nicolaus and started Capital West Securities. Mr. Landry continued as branch manager of the Shawnee office while serving as a director on the parent board of the corporation, Affinity Holdings. In 1998 he resigned as an employee of Capital West and director of Affinity Holdings to start Landry Asset Management LLC.
Mr. Landry, a Raymond James branch manager, focuses on managing assets for his clients on a fee basis*. He emphasizes a conservative investment approach using both fundamental and technical research. His services cover financial planning, retirement planning, and insurance. He resides in Shawnee, OK with his wife of more than 41 years. They have 2 children and 6 grandchildren. Outside of his work, he enjoys church, travel and the grandkids.
* In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
By the numbers*
- Approximately 7,100 financial advisors
- More than 2.9 million client accounts
- Over 2,800 locations throughout the United States, Canada and overseas
- Approximately $604 billion in total client assets
- BBB1, positive outlook credit rating (S&P)
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 9/30/2016
1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.