At Allred Harris, we provide access to a range of banking and lending solutions through our custodian, Raymond James & Associates, offering clients the flexibility to manage liquidity needs while maintaining their investment strategy. Whether you’re exploring mortgage financing for a new home or leveraging a securities-based line of credit (SBLOC) for short-term liquidity, we help identify solutions tailored to your financial goals.

Additionally, we collaborate with your real estate and closing specialists to document assets for loan qualification, whether financing is secured through Raymond James or another lender. Our goal is to ensure seamless coordination, helping you access capital efficiently while preserving your long-term investment strategy.