Overview

I manage a stand alone RJFS office in downtown Seattle and have been affiliated with Raymond James since 2010 after leaving UBS. My operations are lean with one advisor who is semi-retired and myself. I manage the office and perform all of the client support-related activities. Our practice has about $150M under management with a current ROA of .3%.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 4 months

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