Raymond James or LPL...biggest goals are more flexibility with regard to marketing/branding, more autonomy and higher payout...in that order. And go!

like
Reaction Icon Like
Arrow Icon

Any other EJ Advisors getting direct mail from Raymond James?

like
Reaction Icon Like
Arrow Icon

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..

like
Reaction Icon Like
Arrow Icon

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.

like
Reaction Icon Like
Arrow Icon

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?

like
Reaction Icon Like
Arrow Icon

What are the mIn differences between a Wodehouse and an Independent like FInet, Raymond James, etc?

like
Reaction Icon Like
Arrow Icon

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?

like
Reaction Icon Like
Arrow Icon

Office available at Raymond James Independent Advisory Branch. Houston, TX — Champions Area. Please contact me if interested.

like
Reaction Icon Like
Arrow Icon

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.

likehelpful
Reaction Icon Like
Arrow Icon

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.

like
Reaction Icon Like
Arrow Icon

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!

like
Reaction Icon Like
Arrow Icon

Raymond James vs LPL.

like
Reaction Icon Like
Arrow Icon

Raymond James Indy’s - what are the pros and cons? Likes and dislikes?

like
Reaction Icon Like
Arrow Icon

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..

like
Reaction Icon Like
Arrow Icon

Download the Fishbowl app

That was just a preview…
Sign Up to see all discussions
  • Discover what’s it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.
Share

Embed this post

Copy and paste embed code on your site

Preview