Advisers on the Move

Adviser managing $600 million moves to Raymond James

David Ahlquist joins employee unit's Greenway Plaza office in Houston

Jul 11, 2019 @ 3:54 pm

By InvestmentNews

David Ahlquist, who managed $600 million at TIAA Financial Services in Houston, has joined the employee unit of Raymond James. He will be based in the firm's Houston/Greenway Plaza office.

(More: See more adviser moves in InvestmentNews' Advisers on the Move database.)

Mr. Ahlquist began his career as a private client investment consultant at Charles Schwab in 1999. He joined TIAA in Austin, Texas, in 2004, serving as a senior wealth management adviser, later moving to Houston.


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