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      4. Custody & Clearing

        The firm of your choice backed by the strength of Raymond James.

        When you join a local wealth management broker/dealer or firm affiliated with our Custody & Clearing program, you’ll enjoy the freedom to engage the resources of Raymond James at whatever level you need to deliver the results your clients expect. You will also have the opportunity to select your preference of an independent or W-2 model, depending on your introducing firm.

        Talk to a Consultant

        A day in the life

        Your average day will be anything but as you do something not many advisors get to: build on the strength and support of two firms. While you leverage the resources and reputation that made you choose your local firm, you and your clients will also have access to a variety of Raymond James offerings including our web-based, integrated technology suite, our expert research, and most of our extensive product platform.

        The big questions

        To help you dig deeper into what being an advisor with a clearing firm entails – and what you can expect from Raymond James – we’ve provided answers to the questions advisors ask most.

        How will I be compensated?

        Varies depending on your firm’s model – independent model vs. W-2 – and will be negotiated by you and your firm

        Where will I work?

        You can choose to join an existing branch of your firm or start a branch of your own.

        What resources will I have access to?

        Most Raymond James products and services

        Firm technology, including integrated financial planning software, performance reporting, CRM, high-quality research, an institutional-level training system and more

        Resources and Support

        Services tailored to your vision of success

        First-class support plays a crucial role in a long and successful career, and that’s exactly what you’ll find here. Everything you deserve and more than you ever expected – that’s what we strive to deliver. Services include: Marketing and social media, practice management, succession planning, transitions management, wealth solutions.

        • To keep all the moving pieces of your day seamlessly connected, you require access to integrated, efficient technology. And that’s precisely what we provide. Explore how our advisor-driven technology – intuitive applications built with input from our advisors to effectively meet your needs – can elevate your practice.

          Providing an integrated and customizable platform that supports advisors and their business is our top priority. Explore how our technology is built from the mind of the advisor by navigating “Technology for you” and “Technology for your clients”.

          Learn More about Technology
        • Raymond James understands the importance of managing and building your brand as an advisor. This goes beyond simply extending the brand of the firm you’ve chosen to partner with – this is building your brand with your clients. That’s why we have a full-service, in-house creative agency made up of nearly 150 marketing professionals who are dedicated to serving their clients – financial advisors like you.

          We actively encourage advisors to use our capabilities for custom branding, social media and website development to grow their businesses. Combining marketing experience with intimate financial services knowledge, we work closely with advisors to translate their vision into reality by developing materials that fit their style, reflect their standards and connect with their target audience.

          Learn More about Marketing
        • PCG Education & Practice Management focuses on providing you with the best available tools and resources to help manage your practice effectively and accelerate business growth – all while ensuring you have the flexibility and support to grow your business on your terms.

          Learn More about Practice Management
        • We pride ourselves on a tight-knit culture that offers the personalized support you'll need to expand your practice as your goals evolve and, eventually, pass it on as you see fit. When you’re ready to grow, we’ll help you through each stage of acquiring another practice or book of business. And when you’re ready to retire, we’ll help you establish a business succession plan – building long-term value that will help you maximize the rewards of your years of hard work.

          Learn More about Succession Planning
        • Every new advisor should have a smooth transition. That’s why we have a knowledgeable team of professionals – one of the largest in the industry – whose main responsibility is helping advisors make successful moves through a personalized process.

          Our Transitions group will support you from the first day of your affiliation, from quickly and accurately processing account paperwork to setting up your staff with the appropriate technology to resume serving clients.

          Learn More about Transitions Management
        • Managing substantial wealth often requires specialized capabilities and expertise. The Wealth Solutions team offers just that, helping advisors compete for and service high-net-worth clientele. Our professionals cater to the planning and wealth management needs of high-net-worth clients – working as your partner, not your competition.

          Whether you’re seeking expertise regarding significant wealth events or guidance with specific planning disciplines such as estate planning, charitable giving, lending solutions or risk management, the Wealth Solutions team is here to serve you and your clients.

          Learn More about Wealth Solutions

         

        Connect with your state’s dedicated Regional Director

        Combs Robb
        Robb Combs
        President
           
        Tom Parr
        Tom Parr
        Senior Vice President, Business Development
           
        Read Bio
        Randall Mike
        Mike Randall
        Senior Vice President
        St. Petersburg
           
        Read Bio
        Kelly Kerry
        Kerry Kelly
        Senior Account Manager
        St. Petersburg
           

        Custody & Clearing Services

        Learn more about our support for introducing firms at our corporate website.

        View Website

        Ready to learn more?

        Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation about what your business would look like as an advisor at Raymond James.

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