Current Plans
AAS receives information from individual participants who would like help on enhancing the performance of their retirement plans. Plans are continually being added; however if you do not see your plan listed below please contact us about adding your plan.
The following is a partial list and is not fully representative of all clients of Asset Allocation Services, LLC. This list does no more than identify certain clients of the advisor and is not a statement of a client's experience with, or endorsement of, the advisor.
CORPORATE PLANS
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- Bank of America
- BP
- BG Services Brokerage
- Champion Technology/Permian Mud
- Chevron/Phillips Chemical
- ConocoPhillips
- Fidelity National Financial
- GlobalSantaFe
- Houston Police Department
- IBM Brokerage
- Intec Engineering
- iwayloan LP
- Marathon Oil
- Mustang Engineering
- SAIC
- Shell Oil
- United Way of The Texas Gulf Coast
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Securities offered through Raymond James Financial Services, Inc. Member NASD/SIPC
This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states 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.
