Edj legal action and protocol

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Jan 27, 2009 7:17 pm

what firm did you end up at and are you happy? regrets? thanks for the advice on the transfer. Did you look at a wirehouse?

Jan 27, 2009 11:52 pm

Raymond James and yes we are happy, very happy.  We did not look at other wirehouses (I did not want someone else to own my business) but we did look at a number of independents including Wachovia FiNet and LPL.  Ultimately we felt transitioning clients from Edward Jones to Raymond James would be easier.  Fees for custodial accounts were similar, statements were nearly identical, etc.   

Looking back we made the right decision. No regrets. 
Jan 29, 2009 6:52 am

what about auction rate securities mess?

Feb 2, 2009 12:00 pm

I think most of that stuff happened before we joined.  I know it is an ongoing concern but other than that, I don't really know a lot about it.