Chuck Crist, Chuck Gillingham and Ryan H. Jones, who managed $500 million at BB&T Securities in St. Augustine, Florida, have moved to Raymond James & Associates, the firm’s employee adviser channel.
The advisers’ team, which includes a staff of three, operates as Veritas Wealth Management of Raymond James.
The team’s three advisers each have more than 20 years of experience at firms including Wells Fargo Advisors and BB&T Securities.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
