Raymond James Adds $1.9M Ex-Morgan Stanley Team
The group of two reps managed about $150 million of client assets in Washington, D.C.
Raymond James Taps Former Morgan Stanley Exec for West Coast Growth
Rick Sanchez comes on board in the San Francisco area to expand branches and recruiting for the employee channel.
12 Best & Worst Broker-Dealers: Q4 Earnings, 2014
Here’s how some of the biggest firms’ earnings compared over the fourth quarter.
Dynasty Adds $800M Team From Morgan Stanley
Meanwhile, Raymond James grabs teams from Ameriprise and Baird and a rep from Edward Jones.
Raymond James Nabs $2.6M Ex-RBC Team
In addition, a former Merrill Lynch rep affiliates with LPL Financial, and Baird adds an ex-UBS team.
Raymond James Grabs $1M Rep From Morgan Stanley in Miami
Meanwhile, Lebenthal Wealth adds a manager and a branch in Michigan.
Raymond James Tops Estimates as Private Client Sales Rise 8%
The number of advisors jumped by 79 in the latest quarter to 6,336.
Raymond James Adds $1.1M UBS Rep, Ex-RBC Team
Meanwhile, Focus Financial affiliate adds an advisor with some $200 million in assets.
Raymond James, Ameriprise Add Teams in Midwest
The teams move with close to $400 million in total assets under management, the broker-dealers say.
Merrill Grabs 6 Reps From Morgan Stanley, Others
The recruited reps have about $710 million in assets and $5 million in production.