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The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.
May 24
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While the wirehouse has suffered from advisor attrition, the regional BD has grown its brokerage ranks.
May 22
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The IBD last recruited a practice from Cetera in October.
May 22
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The firm has a particular focus on female clients and empowering women to better control their finances.
May 22
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The firm has its origins as a family office founded by John D. Rockefeller in 1882.
May 21
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Several of the firm’s new hires are industry veterans with more than 30 years of industry experience.
May 20
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Richard Fuld's Matrix Private Capital Group has both asset and wealth management operations.
May 20
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The win follows a first-quarter report showing it grew its ranks 3.4% over the prior year.
May 16
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The regional BD has approximately 1,800 advisors.
May 14
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The advisors are the latest in a string to jump from a wirehouse to a regional BD.
May 14
