Texas advisers managing $220 million switch to Raymond James from LPL

Texas advisers managing $220 million switch to Raymond James from LPL
Jon Burnett, Daniel Fowler and Chad Carlile have joined the firm’s independent adviser channel.
JUN 30, 2022

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.

Advisers better look to Washington for changes in annuity regulations

Latest News

Forbes and Shook pull the plug on rankings, events, in 2026
Forbes and Shook pull the plug on rankings, events, in 2026

The Forbes rankings are highly sought after by some advisors and firms for marketing purposes.

Advisor moves: Cresset enters Boca Raton with $4 billion UBS team addition
Advisor moves: Cresset enters Boca Raton with $4 billion UBS team addition

Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.

Kovack Financial Network launches private succession platform for advisors
Kovack Financial Network launches private succession platform for advisors

KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.

Regulation lags rising private credit risks as retail access widens
Regulation lags rising private credit risks as retail access widens

New CFA Institute research calls for tougher valuation rules and suitability standards as private credit funds court wealth management clients.

LPL Financial, Raymond James land advisors managing $470M
LPL Financial, Raymond James land advisors managing $470M

Michigan father-son team with nearly 50 years of combined experience joins LPL, while a New Jersey advisor moves from Ameriprise to RJFS.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income