Two Houston-based advisers who had managed about $350 million in assets at Wells Fargo are joining Raymond James’ channel for independent advisers, Raymond James Financial Services, the company announced. Brandon Glasscock and Mandy Haskell are also joining Wealth Partners Alliance, ...

Raymond James Financial Services Inc. announced that it added a father-and-son pair of advisers who had been managing $220 million in client assets at RBC Capital Markets. James Domgard and his son Christopher J. Domgard operate as Capitol Private Wealth ...

Terry N. Estes, who managed $156 million at Edward Jones in Monroe, North Carolina, has gone independent and affiliated with Raymond James. Estes joined Freedom Street Partners, a partnership of independent advisers affiliated with Raymond James Financial Services Inc. and ...

First Community Wealth Advisors, the wealth management division of the First Community Credit Union in Houston, has switched its affiliation from CUNA Brokerage Services to the financial institutions division of Raymond James. The program, which is led by Arthur Gordon, ...

Jennifer Main, who managed $220 million at Edward Jones in Oskaloosa, Iowa, has joined Raymond James & Associates – the employee adviser channel of Raymond James. Main, along with her two associates, operates as Main Wealth Management of Raymond James. She had ...

Don Dentinger, Robert Cregor Jr. and Rebecca Lovan, who managed $502 million at Wells Fargo in Louisville, Kentucky, have joined the employee channel of Raymond James. The three began their securities careers in the late 1990s and operate as the ...

Advisers Thomas Montz, Amanda Montz and Nathan Novotny, who managed over $350 million at BBVA Compass Investment Solutions in Mobile, Alabama, have moved to SmartBank Investment Services, a unit of SmartFinancial whose advisers are affiliated with Raymond James. Joining with ...

Fernando Campoo, who managed $200 million at Citigroup Global Markets in Miami, Florida, has joined the Alex. Brown division of Raymond James. A native of Argentina, Campoo operates as Condor Financial Group and serves many clients in South America. [MORE: ...

Three advisers who manage more than $325 million in assets in St. Petersburg, Florida, have joined Raymond James & Associates from Morgan Stanley. Paul Manfrey, Greg Bell and Colin Long will operate as The HarborView Group, according to the Raymond ...

Kevin Ruth, most recently head of wealth planning and personal trust at Fidelity Investments, has been named senior vice president of private wealth at Raymond James. Ruth “will lead the firm’s commitment to providing advanced, custom wealth management strategies for ...