Raymond James or LPL...biggest goals are more flexibility with regard to marketing/branding, more autonomy and higher payout...in that order. And go!
Anyone move from a wirehouse after 7-10yrs to a Raymond James team? Interested into your transition, what you would have done differently? Realistic income replacement time frame? Ive heard 1st year..
Looking to transition a 150mm practice and looking for pros/cons to Raymond James, Ameriprise, LPL, etc. Technology, culture, payouts, options for hybrid. Any help would be greatly appreciated.
Client w/ account at Raymond James being charged an advisory fee, says he hasn’t met with advisor in 3 years. Am I missing something or is the advisor being non compliant?
What are the mIn differences between a Wodehouse and an Independent like FInet, Raymond James, etc?
Indy w 130m aum in pre-process of moving from Raymond James (85%payout) to LPL (93% payout). Move is starting to overwhelm my time rather than handling my clients. Advice? Anyone experienced this?
Office available at Raymond James Independent Advisory Branch. Houston, TX — Champions Area. Please contact me if interested.
Raymond James Independents, how do you like it? Are you using RJ models or creating your own? If you left Edward Jones, what’s different?What is better and what is worse? Loaded question, thanks.
I affiliated with Raymond James roughly a year ago and I love it. I came from Ameriprise and it is night and day! I enjoy branding my company and have the support of a great firm.
Hey bowlers! After a 2 year hiatus due to a messy divorce, I’m getting back in the industry and starting at Raymond James next week! Super excited and am interested in any advice you’d give!
Anyone else work at Raymond James? Apparently they are closing markets to clients live Tanzania, Kenya, Qatar and Turkey. Great, I need to deal with telling they have to leave. Nice families..