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?
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.
Office available at Raymond James Independent Advisory Branch. Houston, TX — Champions Area. Please contact me if interested.
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!
Ameriprise vs Raymond James. Is the larger upfront from Ameriprise worth it if transitioning from a wirehouse at 500k production all fee based? Or does the culture at RJ be a larger consideration?
I am a veteran advisor with 50mm under management. I am looking at two options. Either take over an existing office at Edward Jones with 35mm or go independent with Raymond James. What would you do ?
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..
Raymond James vs. Merrill Lynch vs. Stifel...best firm to transfer to for 450k producer ? All fee based ?
For my Raymond James friends--how did you decide between W2 and 1099 channel? What were the main benefits that swayed you to which side? Was it the right move?