Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
378 days old
General
Location
Tulsa, OK, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$450,000,000.00
Gross Revenue
$3,500,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

We are Raymond James & Associates, the only Corporate owned Raymond James branch in Tulsa. We are not an RIA, but we are dually registered. We offer several different models from fully retail, to hybrid RIA, to fully RIA for those wanting to go out completely on their own. We have a great team here at 61st and Lewis, with 6 brand new advisor offices looking for quality folks to occupy them. We have one brand new team Suite that was designed for a 3 person team with two support staff that is ready to go. We offer covered parking, all technology upgraded every two years, competitive hiring bonuses, and a great health care and benefits package. We have a mix of teams and individual producers, all of whom receive great home office support. We have no "ticket charges" and pay for none of the RJ proprietary research. We also offer profit sharing with all employees, including support staff. We can offer attractive hiring packages for advisors who are committed to a cultural upgrade. We also finance transition packages for advisors who are interested in moving with a pending retirement on the near term horizon. Having personally worked for the Bank owned "wire houses" for 20 ___ assured that it truly is different at Raymond James. Glad to buy lunch and show off our newly remodeled offices any time. Or, let's go to St. Petersburg, Florida, and see what the culture is really all about.

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