Wiles says Raymond James was attractive because of its focus on back-office operations and technology, as well its emphasis on equities and fixed income research.
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Raymond James has recruited LPL advisors Terry Wiles and Ryan Smith of Cary N.C., who managed $146 million in client assets under the moniker of Wiles Wealth Management. So reports Financial Planning.
Wiles says Raymond James was attractive because of its focus on back-office operations and technology, as well its emphasis on equities and fixed income research.