$330MM AUM | $2.5MM GDC in Plymouth, MN
Member is Interested In:
Independent branch of Raymond James Financial Services.
We service clients all around the U.S., managing roughly $330MM in AUM.
Currently our production is produced from commissions, however we are transitioning our branch to go 100% fee based.
Our branch manager and principal financial advisor has over 37 years in the industry.
We are eager to expand our practice by acquiring a book of business.