Raymond James nabs $680 million team from UBS

Raymond James Nabs $680 Million Team From UBS

3 weeks from now

Feb 14, 2023  · Raymond James said a team of four advisors managing $680 million in client assets is joining its independent advisor channel, Raymond James Financial Services, from …

investmentnews.com

Raymond James Nabs $680 Million Team From UBS

3 weeks from now

Raymond James said a team of four advisors managing $680 million in client assets is joining its independent advisor channel, Raymond James Financial Services, from UBS Financial …

adviserfirstpartners.com

Raymond James Recruits $680 Million UBS Team - Webull

3 weeks from now

Raymond James Financial says it recruited a former UBS advisor team that managed $680 million in client assets. Akron, Ohio-based advisors Cynthiea Locala, Robert Krenz, Mark Ruby, and …

webull.com

UBS Loses Advisors To Procyon Partners, Raymond James

3 weeks from now

Jan 7, 2025  · Sullivan spent over 10 years at UBS, managing about $800 million in client assets and oversaw $300 million in retirement assets at UBS. ... A team of UBS advisors started …

wealthmanagement.com

Raymond James Nabs Adviser Team From UBS Financial

3 weeks from now

An adviser team managing $480 million in client assets left UBS Financial Services to form the Palm Avenue Wealth Advisory Group of Raymond James, InvestmentNews reported.

spglobal.com

Raymond James Nabs Two Ohio Teams With $1.8-Bln Combined …

3 weeks from now

Nov 13, 2024  · The larger team joined Raymond James’ private wealth management segment. ... LPL Nabs Osaic Team With $540 Million in NJ and PA ... UBS to Pay $1.1 Million Over …

advisorhub.com

Advisers On The Move: Merrill Lynch Loses $440M Team To …

3 weeks from now

Jan 10, 2017  · Raymond James hired a team producing $1.6 million from UBS, the company said. Advisers Harold MacFarland and Tadd Hicks joined the fast-growing firm's employee channel …

financial-planning.com

Raymond James Recruits Florida UBS Advisor With $525M AUM

3 weeks from now

Jan 7, 2025  · An advisor who managed $525 million at UBS Financial Services advisor has joined Raymond James’ employee advisor channel in Florida, according to a news release. Mary A. …

fa-mag.com

Raymond James Nabs Two Wirehouse Advisors In South Florida

3 weeks from now

Dec 5, 2023  · Pam Mitchell, who had managed $230 million of client assets at UBS, will operate as Mitchell Financial Planning of Raymond James in Naples. She’s assisted by business …

investmentnews.com

When It Comes To Brute Force, Raymond James Overtakes UBS

3 weeks from now

Nov 8, 2016  · The average UBS broker generated $1.12 million in revenue in this year’s third quarter, more than double the $508,000 produced by the average Raymond James advisor.

advisorhub.com

Unusual Loss For Raymond James As $1B Team Jumps To UBS

3 weeks from now

Aug 3, 2020  · Last week, a former UBS advisor who once oversaw $2 billion in client assets left to join a Connecticut RIA founded by ex-UBS advisors. In early July, a team that oversaw $250 …

financial-planning.com

Raymond James Snaps Up $738 Million Team From UBS - Financial …

3 weeks from now

Feb 26, 2019  · Raymond James & Associates hired six financial advisors from UBS, who collectively managed $738 million in client assets, according to the firm.

financial-planning.com

Midwest Moves: UBS Nabs $7-Mln Merrill Team, LPL Adds $5.5

3 weeks from now

Jan 22, 2024  · Team joining UBS had managed $1.6 billion in client assets at Merrill, according to a source familiar with their practice. ... LPL Nabs Osaic Team With $540 Million in NJ and PA …

advisorhub.com

Raymond James Nabs $850,000 Broker Team From UBS | Reuters

3 weeks from now

Mar 8, 2011  · Raymond James Financial <RJF.N> on Tuesday said it hired two veteran UBS <UBSN.VX> brokers in South Carolina.

reuters.com