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Raymond James adds veteran advisor in Central Florida
With more than 25 years’ experience, the newest addition to the broker-dealer’s employee advisor channel managed north of $250M at Ameriprise.
Raymond James welcomes $200M Wells Fargo advisor
The independent wealth giant’s newest addition is joining its employee advisor arm in Michigan.
Raymond James extends reach in Alaska with breakaway advisors
The two advisors are joining from Morgan Stanley and Merrill Lynch, where they collectively managed more than $500M.
Raymond James snags $435M Merrill Lynch team
The brokerage giant extends its reach in Massachusetts with a group that includes a father-son advisor duo.
Raymond James welcomes $900M team from Wells Fargo
With over a century of collective experience, the veteran-led team is joining the broker-dealer’s employee advisor arm in Florida.
Raymond James strengthens San Diego bench with UBS hire
The advisor, who reportedly managed $450M in client assets at UBS, is joining the Western division in California.
Raymond James notches wins in the Sun Belt with advisor additions
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
Raymond James welcomes ex-Morgan Stanley advisor
The California-based advisor caters to clients in the tech and biotechnology spaces.
Raymond James broadens California footprint with ex-Stifel advisor
The brokerage firm’s employee advisor arm deepens its bench with a three-decade veteran of the industry.
Raymond James scores big with $1.1B Arizona practice
The team, including a father-son duo, is joining the broker-dealer’s employee advisor arm from RBC.
Raymond James extends Florida reach with $750M advisor
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
Raymond James signs $300M trio from UBS
The firm is expanding its footprint in California as it scoops up another three advisors from UBS.
Raymond James nabs Wells Fargo advisor
The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.
Raymond James strengthens advisor network with $340M Morgan Stanley team
Based in South Florida, the Behar-Nagel Group is the latest to join Raymond James’ employee advisor channel.
Raymond James adds to talent pool with Morgan Stanley hire
The seasoned advisor brings more than two decades of industry experience.
Raymond James nabs two wirehouse advisors in South Florida
Pam Mitchell joins from UBS in Naples and Vijay Baxter from Morgan Stanley in Aventura.
Raymond James nabs California advisor from Morgan Stanley
Jeffrey Olsen oversees nearly $200 million, operating as Olsen Wealth Management.
Finra arbitrators exonerate Raymond James in scam targeting Ecuadorian investors
'It’s a devastating award, or lack thereof, for the claimants and a massive victory for Raymond James,' says an attorney not involved in the case.
Six states impose $4.2M fine on Raymond James for excessive fees
The firm was also ordered to return $8.25 million to retail customers.
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