Legacy Advisory Program Agreements

Depending on how your advisor associates with Raymond James and the types of accounts you have, your account documentation may vary. Should you run into any questions, please don't hesitate to contact your advisor

• Ambassador Discretionary – RJA
• Ambassador Discretionary – RJFSA
• Ambassador Discretionary – RJFSA IAR
• Ambassador Discretionary – Independent
• Ambassador Non-Discretionary – RJA
• Ambassador Non-Discretionary – RJFSA
• Ambassador Non-Discretionary – RJFSA IAR
• Ambassador Non-Discretionary – Independent
• American Funds
• BlackRock Offshore Model Portfolios
• Freedom
• Freedom Unified Managed Account
• Multiple Discipline Account
• Outside Manager – RJA
• Outside Manager – RJFSA IAR
• Outside Manager – Independent
• Portfolio Select Unified Managed IAR Discretionary Account – RJFSA – RJA
• Portfolio Select Unified Managed IAR Discretionary Account – IRIA
• Portfolio Select Unified Managed IAR Non-Discretionary Account – RJFSA – RJA
• Portfolio Select Unified Managed IAR Non-Discretionary Account – IRIA
• Raymond James Consulting Services
• Raymond James Research Portfolios
• Russell Investments