The move brings the 28-year industry veteran from a firm where independent planners make up less than 5% of the advisory headcount to one where they are the majority. By Anand Gupta
https://www.financial-planning.com/news/david-leaves-stifel-to-boost-raymond-james-independent-channel?utm_source=dlvr.it&utm_medium=blogger
https://www.financial-planning.com/news/david-leaves-stifel-to-boost-raymond-james-independent-channel?utm_source=dlvr.it&utm_medium=blogger