Raymond James says three advisors with a total of over $465 million in client assets have joined its independent broker-dealer in the Lone Star State, after ending their affiliation with LPL Financial.
Jason “J.J.” Croix, CFP, CPA; Michael MacRory, CFP; and Jeffrey “Chance” Shoop, who worked together at Edward Jones in Texas before affiliated with LPL in the early-2000s, now do business in three different locations — El Campo, Houston and Center, respectively.
“We’re pleased to welcome J.J., Chance and Michael to our independent channel,” said Kirk Bell, Central regional director for Raymond James Financial Services, in a statement. “They came from three different offices, yet through conducting due diligence together, all three found the research, technology, support and freedom at Raymond James to best meet their needs and the needs of their clients going forward.”
According to Croix, “The service, coupled with such notable research, made Raymond James a great fit for all three of us and our practices. We’re really looking forward to our new partnerships with the firm.”
“We’re looking forward to using the firm’s technology, particularly the Account Aggregation tool, which will help document external assets and give our clients a more holistic financial picture. Being on this platform will help us and our clients across the board,” explained MacRory, in a press release.