$380MM AUM | $2.9MM 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 $380MM in AUM.
We are currently transitioning our branch to go primarily fee based and managed accounts.
Our branch manager and principal financial advisor has over 37 years in the industry.
We are eager to expand our practice by acquiring books of business.