$13 billion branch office to leave Raymond James
Large branch offices of independent broker-dealers like Concurrent Advisors increasingly are flexing their muscles and either adding on new custodians or spinning off on their own.
A significant branch office of Raymond James Financial Services Inc. with $12.7 billion in client assets said Tuesday it was leaving the firm to restructure as a multicustodial, hybrid registered investment adviser.
Concurrent Advisors in Tampa, Florida, is currently a branch or office of superv
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