Team managing $250 million at Edward Jones joins Raymond James
Samuel Bates, Darin Frandsen and Adam Fluckiger set up shop at North Rim Financial Group in Saint George, Utah.
Samuel Bates, Darin Frandsen and Adam Fluckiger, who managed $250 million at Edward Jones in Saint George, Utah, have formed North Rim Financial Group and affiliated with Raymond James Financial Services, the broker-dealer’s channel for independent advisers.
Frandsen had worked at Edward Jones since 2008, and Bates and Fluckiger joined the firm in 2011.
The team is joined in the move by client service managers Sara Bingham, Tabatha Ghramm, Michele Platt and Sheri Hamilton.
[More: Raymond James hanging onto RIA assets of shifting advisers: Reilly]
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