Blaine Franklin, who managed $195 million at Edward Jones, has gone independent and affiliated with Raymond James in Rifle, Colorado.
Franklin joins Raymond James Financial Services as owner of Blaine P. Franklin Financial Services, where his team provides personalized wealth management to business owners, families, pre-retirees, retirees and individuals with sudden wealth, Raymond James said in a press release Monday. He is accompanied by client service associate Heather Franklin and office manager Kristin Rubin.
Franklin had spent his entire career in financial services, which began in 1999, at Edward Jones.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
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From direct lending to asset-based finance to commercial real estate debt.
