Blaine Franklin, who managed $195 million at Edward Jones, has gone independent and affiliated with Raymond James in Rifle, Colorado.
Franklin joins Raymond James Financial Services as owner of Blaine P. Franklin Financial Services, where his team provides personalized wealth management to business owners, families, pre-retirees, retirees and individuals with sudden wealth, Raymond James said in a press release Monday. He is accompanied by client service associate Heather Franklin and office manager Kristin Rubin.
Franklin had spent his entire career in financial services, which began in 1999, at Edward Jones.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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