$335MM 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 $335MM in AUM.
Currently our production is produced from commissions, however we are transitioning our branch to go mainly 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 books of business.