Raymond James announced Tuesday that advisor Burdette Park, who managed about $300 million in client assets at Merrill Lynch, is joining the firm’s employee advisor channel, Raymond James & Associates.
Park and a staffer, Heather Jones, will operate as Burdette Park | Raymond James in Louisville, Kentucky.
The firm focuses on serving business owners, executives, corporate retirement plans and people who are retired or planning for retirement.
"The resounding culture and commitment to client-centered practices at Raymond James were instrumental in my decision to embark on this next chapter," Park said in a statement.
"We believe our clients, with whom we maintain deeply personal multigenerational relationships, stand to benefit from the firm's service-first philosophy, robust technology and stability," he added.
Park has 13 years of experience, all of it at Merrill Lynch, according to his BrokerCheck report.
RBC Wealth Management's latest move in New York adds an elite eight-member team to its recently opened Westchester office.
Stifel – so far - is on the hook for more than $166 million in damages, legal fees and settlements in investor complaints involving Roberts, a 35-year industry veteran.
The giant alt investments platform's latest financing led by T. Rowe Price and SurgoCap Partners, along with State Street, UBS, and BNY, will fuel additional growth on multiple fronts.
Some investors recently have seen million dollar plus decisions by FINRA arbitration panels involving complex products decisions go their way.
New report shines a light on how Americans view wealth today.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
