On the Raymond James website they state that they require $30 million in assets under management for RIAs to use their independent platform. However, does anyone know how much in AUM they require for an existing advisor at Raymond James to go independent? I am hoping they do not require the same $30 million and will instead be more flexible, such as $15-$20 million.
Why don't you pick up the phone and call them, you know kinda like finding prospects.
After Bank of America's announcement today...they'll take anything thrown their way. You don't have to negotiate much with whores, right?
At $225k in gross revenue you can do anything you want at RJ.
But, take a look at the numbers before you make a move.