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July 11, 2019 at 01:47 PM
Raymond James has added an employee advisor working with $600 million in assets in Houston — David Ahlquist, who spent the past 14 years with TIAA Financial Services.
“What initially attracted me to the firm were the firm’s client-first values and vision, which align with my own, and the ability as a financial advisor to truly own my own practice,” according to Ahlquist, senior vice president, wealth management.
Ahlquist has 20 years of experience as an advisor and started his career as a private client investment consultant at Charles Schwab in 1999. He made the move with Christie Hayden, practice business manager.
