Just shy of his 18th year with LPL Financial, veteran advisor Edward Metz and his team with $150 million in assets under management have jumped to Raymond James for the smaller firm's "more structured" environment.
As his practice grew in size, Metz says, he found LPL was no longer able to offer him and his team the service he needed, but he believes Raymond James will be more attentive. "Being a little smaller I think helps them," Metz says of Raymond James. "It is more of controlled environment."
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