Chuck Crist, Chuck Gillingham and Ryan H. Jones, who managed $500 million at BB&T Securities in St. Augustine, Florida, have moved to Raymond James & Associates, the firm’s employee adviser channel.
The advisers’ team, which includes a staff of three, operates as Veritas Wealth Management of Raymond James.
The team’s three advisers each have more than 20 years of experience at firms including Wells Fargo Advisors and BB&T Securities.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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