Financial Advisors

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.

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Steven@DawsonPrivateWealth.com I was affiliated with Ameriprise and Raymond James. We can chat offline

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I’m in the same boat asset wise. At wirehouse and looking at all options. Leaning towards RayJay with LPL a close second

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I’m happy at RJ, picked them over Lpl. Avg FA at RJ vs avg at Lpl is much closer to your current numbers

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Most people don’t think about MassMutual in the investment space but we have a very robust open arch platform.

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That’s a great list to start with but a common mistake. There are a lot of advantages to smaller independents in flexibility, comp control and most importantly connectivity. Remember your running a business as who supports you and their accessibility is key. Happy to help

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