Raymond James Affiliation options
The Power of Choice
Through AdvisorChoice®, you have the ability to match your professional goals to the affiliation option that’s right for you, each offering a unique combination of support, freedom and flexibility – and all backed by the full support of a leading independent financial firm.
AdvisorChoice®
A platform of dynamic options and the freedom to choose among them.
Model | Qualifications* | Payout + Benefits | Compliance |
---|---|---|---|
Model
Traditional Employee
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Qualifications*
Minimum 5 years of experience and production qualifications vary.
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Payout + Benefits
Up to 50% payout** and full array of competitive employee benefits offerings.
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Compliance
Compliance support will be provided to you by your branch manager and the home office.
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Model
Advisor Select
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Qualifications*
Minimum 3 years of experience and $2 million or higher in annual branch fees and commission revenue.
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Payout + Benefits
70-80% gross payout** and full array of competitive employee benefits offerings.
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Compliance
Compliance support will be provided to you by your branch manager and the home office.
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Model
Independent Contractor
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Qualifications*
Minimum 3 years of experience. Minimum T12 of $150,000 required to join an existing branch and $400,000 to open a new branch.
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Payout + Benefits
81% to 90% payout***. Leverage our third party partnerships to create a benefits package that best fits your team.
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Compliance
Compliance support will be provided to you by your divisional team and the home office.
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Model
Bank & Credit Union
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Qualifications*
Minimum 3 years of experience and $250,000 in production.
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Payout + Benefits
Get the support you need during your transition by receiving a competitive compensation package from the financial institution in partnership with Raymond James.
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Compliance
Compliance support will be provided to you by your branch manager and the home office.
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Model
Corporate RIA
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Qualifications*
Minimum 3 years of experience and $50 million in assets under advisement.
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Payout + Benefits
81% to 90% payout***. Leverage our third-party partnerships to create a benefits package that best fits your team.
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Compliance
Compliance support will be provided to you by your divisional team and the home office.
|
Model
RIA & Custody Services
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Qualifications*
$100 million or more in assets to establish a new RIA (requirement for SEC registration). Minimum of $30 million to plug-in an existing RIA. Introducing broker/dealers should have $1 billion or more in assets under management.
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Payout + Benefits
Work with your RIA or broker/dealer to determine compensation. Create your own benefits package.
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Compliance
You’ll be responsible for compliance.
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