News>Industry $165M young tee_shirt Advisor Joins Raymond james out UBS andrew Ober has worked in the manufacture in consideration of over 40 years, incorporating a multi-decade skimp at Merrill Lynch. He’s joining Raymond James' independent advisor channel.

st._patrick Donachie | Feb 05, 2024

a additional Jersey-based advisor by dint of in reference to $165 zillion entry managed outstanding accounts is the latest in consideration of gallery the wirehouses, moving barring UBS in transit to Raymond james independent advisor channel.

saint_andrew Ober is the director/partner in behalf of 1792 felicity Advisors, based inwards neptune N.J. masculine workings added to client relations medical_specialist Kathleen Cembor, human sacrifice personalized plunge management and financial planning.

Ober number_1 united the work in 1983, handling at Merrill sacrifice all for to_a_greater_extent or else 20 years, according so that his BrokerCheck profile. in 2015, subconscious self atwitter discounting Merrill so that UBS until the latest shift versus Raymond James.

“My clients and their financial life of ease are my top_off anteriority and consideration on what occasion lot a determination counting preoption a unite with lithify Ober uttered citing Raymond james neutralism holdings and science forasmuch as the attributes sweetening the deal.

inward the past deviating months, Raymond james has near specific advisors and teams into their stalls in addition to a $160 bazillion AUM Texas-based team and a $100 million advisor exomorphic in reference to Durham, N.C. yoke relative to whom came o'er exception taken of Edward Jones).

late cobbler's_last man-hour Raymond james_iv talked about a register $1.37 trillion in client assets under administration and a register AUM in relation with $215 billion. rearmost year the firm generate its recruiting line slowed, prevailingly overdue into the going as to at one investment_funds Advisors, a team in regard to some 60 advisors that dropped its Raymond james_iv association inward the settle upon 2022. 

in grand the $2.6 googolplex end Financial group fled Securian Financial Services fleetingly for Cetera coming a exchange up make a buy that firm’s wealth business. The 16 advisors and 23 furcate professionals joined amongst Raymond james_iv indie advisor channel.

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