Samuel Martin, who managed $135 million at Edward Jones in Beaufort, South Carolina, has set up his own firm, SJ Martin Wealth Management, and affiliated with Raymond James.
Martin, who had been with Edward Jones for eight years, is a graduate of The Citadel and holds a certified financial planner designation.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
House debated late into the night ahead of final vote.
Three separate reports support positive outlook for plans.
Elsewhere, Sanctuary Wealth recently attracted a $225 million team from Edward Jones in Colorado.
The giant hybrid RIA is elevating its appeal to advisors with a curated suite of alternative investment models, offering exposure to private equity, private credit, and real estate.
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.