Rick O'Dell becomes member of the Institute of Investment Management Consulting at Raymond James
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Rick O’Dell has been selected to become a member of the Institute of Investment Management Consulting. The Institute of Investment Management Consulting (IIMC) was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisers.
The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
O’Dell attended a 3-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. The curriculum culminated in an examination that required advisors to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, O’Dell earned the designation of Investment Management Consultant.
O’Dell specializes in retirement income planning, investment management, retirement planning (pre-retirees) and generational transfers. O’Dell works with individuals who are disciplined investors, dedicated savers and focused on lifestyle preservation.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,200 financial
advisors in 2,000 offices throughout the United States. For more than 30 years, Raymond James Financial Services has provided a wide range of services through our affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company which has more than 5,300 financial advisors serving 1.9 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $253 billion, of which approximately $32 billion are managed by the firm’s asset management subsidiaries.
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The IIMC curriculum provides these advisors with advanced knowledge and concepts commensurate with many high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
O’Dell attended a 3-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. The curriculum culminated in an examination that required advisors to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, O’Dell earned the designation of Investment Management Consultant.
O’Dell specializes in retirement income planning, investment management, retirement planning (pre-retirees) and generational transfers. O’Dell works with individuals who are disciplined investors, dedicated savers and focused on lifestyle preservation.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,200 financial
advisors in 2,000 offices throughout the United States. For more than 30 years, Raymond James Financial Services has provided a wide range of services through our affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company which has more than 5,300 financial advisors serving 1.9 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $253 billion, of which approximately $32 billion are managed by the firm’s asset management subsidiaries.
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