Raymond James Financial Services (RJFS) has expanded its independent advisor channel by adding a six-advisor team in Green Bay, Wisconsin, that will operate as Financial Consulting Services, Inc. This team brings approximately $730 million in client assets and joins RJFS from Commonwealth Financial Network. The advisors specialize in a holistic financial planning approach for business owners, corporate executives, and retirees, and cited Raymond James’s people-focused culture and innovative resources as key reasons for their move.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
Raymond James Onboards $730 Million Wisconsin Advisor Team
Raymond James Financial Services (RJFS) has expanded its independent advisor channel by adding a six-advisor team in Green Bay, Wisconsin, that will operate as Financial Consulting Services, Inc. This team brings approximately $730 million in client assets and joins RJFS from Commonwealth Financial Network. The advisors specialize in a holistic financial planning approach for business owners, corporate executives, and retirees, and cited Raymond James’s people-focused culture and innovative resources as key reasons for their move.