Raymond James grabbed a Merrill Lynch duo with $400 million in client assets in at least the third wirehouse breakaway to the firm’s independent channel so far this year.
David Anderson and George Hall of 1808 Capital Partners joined the broker-dealer’s independent arm in Greensboro, North Carolina, Raymond James announced Wednesday. The pair went indie with the practice founded by Anderson’s father, who recently retired after working at Merrill Lynch for 50 years.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access