Raymond James vs. Merrill Lynch vs. Stifel...best firm to transfer to for 450k producer ? All fee based ?

like
Posting as :
works at
You are currently posting as works at

I wanna be the first to say it. Go Indy. Lol.
I don’t know enough to give you feedback on your real question. Good luck!

like

Indy

like

I believe RJ of those three is the only one that offers multiple channels. Are you going with the employee captive channel for comparison purposes? If so, the three have more similarities than differences. At that point, I would go with the one that offers the best local leadership. Which branch manager and regional manager do you relate to the best? If your comparing the Indy channel at RJ to being an employee at the other two then it’s RJ

like

We need to stop naming firms in these questions.

All firms in the same channel are roughly the same. At least ask the real question you want to know....

funny

Best equity research program provided by the three firms?

helpful

Damn I really wanted this to turn into a pissing match

like

Doing your own research? If so (I know this gets old), go RIA go custodian at Schwab and pay for level 2 trading feed. Don’t know the price but having access to level 2 would be nice (I miss being a trader).

If you are a fundamental trader, anyone of them would provide the same data. At the same cost.

Technical traders would need a Schwab/TD.

Never too late for that Lol

Related Posts

Hi EY Folks,
What is the process of background verification in EY GDS?
1.BGV is conducted by first advantage and they have asked information only for last employment and not for all of my previous employment.
2. Offer letter says mandatory documents to be submitted (last 2 employers as applicable).
3. They do background verification from only last two employers or all the employers?

like

12 years experience as a software developer. How much package should I expect from a MNC company(Software company) in Toronto, Ontario, Canada?

like

Any good tailors in the midtown or downtown area in NYC?

Any PowerBI consultants out there? Curious if the need for this is really out there, how lucrative it is, and what other skills help in your process (sql, python, etc)

Tks!

likefunny

Best SPG in Memphis? Going to wedding at the Peabody in the fall and looking to use points. Any ideas?

like

Polar distracting me from grad school econ reading tonight.

Post Photo
like

How many days TCS took to release offer letter

like

Hey all, new to this bowl. Currently a Tech Recruiter and eventually want to make the transition into a HRBP or HR Generalist role. Would love to hear from anyone who started in recruiting then transitioned into another area of HR. Have been thinking of either working on PHR certification or MBA with focus in HR mgt. Thanks!

like

I’m interview for remote SDE role based in Seattle from OKC. I have 5 YOE. What base salary, RSUs and sign in bonus should I expect? I don’t intent to take anything less than 120k base pay.

like

How do you subtly let a coworker sitting near you that they are overly loud? He conducts all his zoom meetings at his desk and I have to listen to his conversations.

likefunny

I’m so happy that this bowl exists. Any suggestions for an Attorney that can’t seem to stay in one place for up to a year? So far I have been a prosecutor, worked at a small firm, had a solo practice, done remote doc review, and now I’ve left the country for almost a year. I honestly don’t know what I’m going to do when I get back……help

like

Thoughts on the Sheraton Kauai? I’m considering the offer they sent. Is Kauai a nice island?

like

😞 feeling dejected. Soooo many interview rounds. Connecting so well. And once again, no go. At least I knew not to tell anyone this time so I can fail in private

like

Hi Folks, I have submitted the documents in last week 8 days ago for Test automation position. But still I didn't hear for further steps of HR round. I called HR, she said my docs are under review, they will get back to me. My question is what time it takes to release the offer for Persistent. Also anyone knows how is Accleriote BU at persistent, would be helpful for me. Thanks

Any layoffs in Luxoft , will there be any difficulty for bench employees

like

This is the hardest time of year for me because I can’t get outside and now I can’t safely socialize with friends inside. If you are struggling too, I see you and I am with you!

like

Do anyone have answer to OFRO TRAININGS

like

Got an invitation for Deloitte mini assessment centre (online) for senior consultant position. There is a written exercise, senior manager interview, case presentations and a director interview in the schedule.
Anyone got any pointers for any/all of the stages. Struggling to find any prep for the written exercise.

like

Hey Fishes

I will be joining Barclays Pune office in December.

I just wanted to know about salary account, do they need account in any specific bank or any banks old account would work?

like

Help please!!!

Strategy & Ops at large tech company (non-FAANG) - 120K TC (San Francisco)

Rotational Program at Industrial Firm - 170K TC (Chicago)

Industrial Company:
- Would pay for grad school
- Comp is insane
- Work is more niche
- Company culture is rough
- MBB / tech exit
- smaller less known company

Tech Company:
- Cool company
- well known
- Enter tech early on
- Salary lower than other by a lot
- PM / Biz Ops exits

Both companies have good MBA placement. What would you do?

like

Additional Posts in Financial Advisors

Does any other firm have as an extensive travel program as EDJ?

likehelpful

When you guys are making luke-warm calls. Do you leave voicemails? I've always been against it because, in my mind it puts the responsibility of the connection on the other person

like

Edward Jones advisor with 30 million AUM and roughly 250k gross production. Been there for almost 4 years. Got an offer at Merrill Lynch to take over a 100 million dollar retirement transition plan in 5 years, or to join a 5 person Merrill Lynch team that manages a lot.

Pros to EJ: Have my own office, a year or two away from partnership, great office setting and client satisfaction.

Pros to Merrill: Bump in compensation, additional tools and services w banking, ability to take over assets.

likehelpful

I hate making mistakes and I'm so hard on myself and I can't stop crying about this thing that doesn't even matter!! I know we're not saving lives here so why does it feel like the end of the world

like

Favorite Non-Fiction captivating podcast?

like

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

like

Does the bowl have thoughts on a part-time MBA?

like

How much do y’all make - but for real

like

Anyone in the NYC or Jersey area looking for a succession plan for their book? CFP, ChFC and MBA with 10 years experience as an Advisor within the banking channel. Currently managing roughly $100 Million. Most of it is not portable and a lot of it is dead money inherited from other advisors.

like

What’s your credit score and debt amount?

What are the biggest lessons you've learned from being fired

like

Any tips for an introvert at a networking event? Find it hard to talk to people and keep a conversation going

like

Need some advice bc my work and personal life intertwine. Too much sometimes. Father is my boss. Wife is adamant that when folks come over they take off their shoes. Tried to ask my family...cont

like

Any Fish who are also musicians?

like

The only 5 people who have EVER asked me if I am a CFP... BTW I'm not... have been Millennials and gen-xers looking to start DCAing $250 a month into a Roth. Not 1 person of significant wealth. LOL

likefunny

What exactly do mean by cold calling? Who do I call? What do I say? I'm really untrained in this art.

like

And finally I can sleep better for 4 days! Happy thanks giving to me! 😊🍺

like

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

like

Who here votes proxies for their client? Who here doesn't care at all?

like

How do people have time to workout during the week? I work so many hours.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what 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 other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal