Insights

Independent advisory Independent professional advisor offering personalized financial strategy and risk-managed investment programs, signaling opportunities to position integration services, enhanced client onboarding experiences, and scalable advisory platforms for small teams.

Tech stack fit Uses a mix of enterprise and niche tools (Salesforce Financial Services Cloud, Angular, Webflow, VMware, Tanium, Robot Framework) indicating openness to modernization, data integration, and workflow automation projects for a small to mid-sized financial services firm.

Growth signals Recent leadership transitions and acquisitions within the Raymond James ecosystem (SVP appointments, advisor movements) create potential cross-sell opportunities for technology, onboarding, and client experience enhancements tied to new assets and expanded services.

AI and platform upgrades Multiple 2026 announcements around AI learning, advisor client platforms, and technology architecture upgrades suggest opportunities to offer AI-driven analytics, automation, and security solutions aligned with their modernization journey.

Mid-market footprint Small team size with revenue in the low millions places Platte Valley as a growth-focused partner for scalable, cost-efficient fintech, managed services, and advisory-support solutions that fit a lean operations model while enabling expansion.

Similar companies to Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. Tech Stack

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. uses 8 technology products and services including Microsoft Advertising, iCIMS, Prometheus, and more. Explore Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s tech stack below.

Media & News

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s Email Address Formats

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. uses at least 4 email formats:
Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. Email FormatsExamplePercentage
First.Last@raymondjames.comJohn.Doe@raymondjames.com
81%
Last.First@raymondjames.comDoe.John@raymondjames.com
9%
FLast@raymondjames.comJDoe@raymondjames.com
6%
F.Last@raymondjames.comJ.Doe@raymondjames.com
4%

Frequently Asked Questions

What is Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s phone number?

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You can contact Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s official website and social media links?

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Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s official website is raymondjames.com and has social profiles on LinkedIn.

How much revenue does Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. generate?

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As of August 2026, Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s NAICS code?

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Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. have currently?

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As of August 2026, Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. has approximately 5 employees across 2 continents, including North America and Europe. Key team members include Chief Business Development Officer: M. B., Chief Business Development Officer, Financial Advisor: M. W. C. A. and Chief Operations Officer: W. G. Explore Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s employee directory with LeadIQ.

What industry does Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. belong to?

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Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. operates in the Financial Services industry.

What technology does Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. use?

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Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s tech stack includes Microsoft Advertising, iCIMS, Prometheus, Snowflake, Informatica, Juniper Networks, LinkedIn Sales Navigator and Box.

What is Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s email format?

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Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s email format typically follows the pattern of First.Last@raymondjames.com. Find more Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. email formats with LeadIQ.
Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc. logo

Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.

Financial ServicesNebraska, United States2-10 Employees

Platte Valley Investment Center, Inc., affiliated with Raymond James Financial Services, Inc., operates as an independent advisor that provides tailored financial planning rather than a one-size-fits-all program. The firm designs strategies around each client’s unique situation, attitudes, preferences, and goals, with an emphasis on adapting to market shifts and changes in personal circumstances. Based in Scottsbluff, Nebraska, it is a small practice that stresses a collaborative planning process, offering clear explanations of investment approaches to ensure client comfort and understanding. The service focus includes prudent risk management, quality investment products, and personal, efficient service aimed at helping clients pursue financial independence. 

Positioned within the financial services industry as an independent advisory firm aligned with Raymond James, it operates to support personalized wealth planning. In 2026, Raymond James announced the rollout of a new advisor client platform and the launch of an artificial intelligence learning academy, reflecting ongoing technology enhancements within the firm’s advisory ecosystem.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Platte Valley Investment Center, Inc./Raymond James Financial Services, Inc.'s revenue is estimated to be in the range of $1M - $10M

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