A Texas-based advisor who managed $160 million in client assets at Edward Jones has joined Raymond James Financial Services, the firm’s independent advisor channel, the firm announced Tuesday.
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas, aided by staffers Debbie Patterson and Marisa Blakenship. They focus on providing personalized wealth management for clients including business owners, corporate executives, families, retirees and women investors.
Durran has 13 years of experience, according to his BrokerCheck report, having joined Edward Jones in 2010. Earlier, he graduated from the United States Naval Academy and served as an infantry platoon commander in the Marine Corps.
“I chose Raymond James for its valuable tools and investment options to serve high-net-worth clients,” Durrum said in a statement. “I’m confident that the resources and support the firm has to offer will allow me to continue to provide excellent service to clients for years to come.”
Advisors say record balances aren't a retirement income plan and urge clients to benchmark their lives, not an index
Wealth enterprises are leaving revenue on the table - a new PureFacts and Ascentix partnership aims to help firms take it back.
What if one investment decision could create tax-saving opportunities across your entire portfolio? Chris Vizzi shares how the Stacking Strategy helps investors align tax planning, portfolio construction, and wealth preservation to maximize long-term outcomes while keeping more of what they earn.
Buyers spending on AI may treat less efficient sellers as overstaffed and price the cost of rightsizing into lower offers
Kenneth Leech pleaded guilty in June to one obstruction charge, and could face six to 12 months in prison.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor