The Centennial, Colorado-based advisors joined from LPL Financial with more than $225 million in client assets, alongside administrative assistant Bao Lu.
Operating as Gore Financial Management, they serve business owners, families and retirees and said Raymond James' technology, research, banking and high-net-worth capabilities would help improve operations.
The move underscores continued competition for established advisory teams in wealth management as Raymond James expands its independent advisor network, part of a business with about $1.83 trillion in client assets.
With LPL cutting jobs due to AI, how will Raymond James's new AI agent redefine the role of a financial advisor?
Is LPL's advisor exodus a temporary setback or a deeper symptom of failure in the wealth management consolidation race?
Beyond official reasons, what financial incentives are driving the current record-breaking wave of advisor transitions?