BD Breakdown

One name, every option for advisors. W-2? Got it. RIA? Yup. Independent? That too.

Solid reputation and great potential, should be on everyone’s list for at least a look-see right now.

PROS

Best retention on the street
Strong platform
Committed leadership

CONS

They believe more in the value and long-term commitment of the BD that the upfront deal offers. Deals are in the “just ok” category.
Family business
Very frugal

0 +

Financial Advisors

0 % T12

Typical transition package

$ 0 B +

Assets Under Management (AUM)

$ 0 k +

GDC Sweet Spot

3xEquity Insights

Opportunity Score

RIA, Bank channel, independent, W2/Employee, Call Center…you will find it all at RayJay (and we haven’t even mentioned Steward Partners, their RIA option focused on $1million+ producers – high-touch/boutique-level service and experience for the advisor).

B

Secure An Offer

Curious about securing an offer from Raymond James but want to avoid the hassles associated with the traditional process? 3xEquity can secure an offer for you while you remain 100% anonymous, allowing you to control the conversation (and avoid endless recruiter calls). Get started now by clicking the button below.

CONTACT US

QUICK LINKS