UBS team managing $738 million near Detroit leaves for Raymond …

UBS Team Managing $738 Million Near Detroit Leaves For Raymond …

3 weeks from now

Feb 25, 2019  · A team of six advisers and five staff members who managed $738 million at UBS in Birmingham, Mich., have joined the employee unit of Raymond James. The group, which …

investmentnews.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

UBS Loses Advisors To Procyon Partners, Raymond James

3 weeks from now

Jan 7, 2025  · Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary Lauritano (managing about $525 million in assets) is …

wealthmanagement.com

Raymond James Nabs $680 Million Team From UBS

3 weeks from now

Feb 14, 2023  · Locala founded Oakwood Financial Group, a predecessor to Momentum Wealth Partners, in 1988. According to her BrokerCheck report, she’d been affiliated with UBS since …

investmentnews.com

Raymond James Signs $300M Trio From UBS - Investment News

3 weeks from now

Mar 21, 2024  · The firm announced that Raymond James & Associates is welcoming a distinguished trio of advisors from California that manage assets of more than $300 million. …

investmentnews.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: $300 Million Team From UBS Joins - Pulse2.com

3 weeks from now

Mar 25, 2024  · And he recently spent 15 years at UBS and previously held positions at Merrill Lynch and Farmers Financial Solutions. Steven graduated from California State University, …

pulse2.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 Hires $4-Million Michigan Team From UBS

3 weeks from now

Sep 4, 2019  · Its leaders, like the team that moved last week, had joined UBS in 2009 from Smith Barney. Raymond James, which surpassed UBS in broker count three years ago, had just …

advisorhub.com

$300M California Team Joins Raymond James From UBS

3 weeks from now

Mar 21, 2024  · A California-based UBS team with about $300 million in managed assets is joining Raymond James’ employee advisor channel. The advisory team of Jennifer and Steven …

wealthmanagement.com

Biggest Advisor Moves Of 2019: $62B In Mega Recruits - Financial …

3 weeks from now

Dec 30, 2019  · Raymond James scooped up a former UBS team that managed $990 million in client assets, according to the firm. The firm’s newest recruits operate as SPG Fiduciary …

financial-planning.com

ON THE MOVE-$3 Million UBS Team In Massachusetts Joins …

3 weeks from now

Sep 16, 2015  · Recurrent client questions about the effect of the European credit crisis and Swiss banking problems on their accounts led a six-person brokerage team at UBS AG's UBS …

reuters.com

Raymond James Gains Advisor From Morgan Stanley, Loses One …

3 weeks from now

Apr 17, 2024  · Related: $300M California Team Joins Raymond James from UBS But as the company gained an advisor in Baig, it’s losing Texas-based Phil Eggers of Legacy Retirement …

wealthmanagement.com

Raymond James Snags $900-Mln Private Wealth Team From

3 weeks from now

May 16, 2024  · Raymond James last week landed a team from Morgan Stanley that produced $9 million in annual revenue from $1.5 billion in client assets. The three-person team is based in …

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

When It Comes To Brute Force, Raymond James Overtakes UBS

3 weeks from now

Nov 8, 2016  · When it comes to the key measure of broker productivity, however, UBS leaves Raymond James eating its dust. The average UBS broker generated $1.12 million in revenue …

advisorhub.com