Jon Burnett, Daniel Fowler and Chad Carlile, who were previously affiliated with LPL Financial where they managed more than $220 million in client assets, have joined Raymond James Financial Services — the firm’s independent adviser channel.
As president of Burnett Financial Services in Amarillo, Texas, Burnett has more than 24 years of experience in financial planning and investment management. He joined LPL Financial in 2012, Raymond James said in a press release Thursday.
Fowler, owner of Fowler Investment Services in Pampa, Texas, has provided financial planning and strategies to clients since 2012 when he affiliated with LPL Financial.
As president of Carlile Investment Services in Lubbock, Texas, Carlile has more than 19 years of experience in planning and investment management. He joined LPL Financial in 2012.
Two separate readings of American sentiment reflect worrying outlook
Quarterly refunding, economic data are in focus.
95% of his funds' holdings are in cash amid trade uncertainty.
Report shows trade wars has fueled inflows to funds.
Remaining competitive requires reduced vulnerability to external conditions
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
