Central Region

            A firm like no other

            central regionNo one knows your business better than you. But when an issue arises, be it technological, personnel, procedural or even client-related, it helps to have a team of professionals and experts working on your behalf to make things right.

            Being an independent advisor can be the most satisfying career move you can make, but it can also be the most challenging. Raymond James has been the firm of choice for some of our industry’s most successful independent advisors because we work hard to ensure you have every advantage to succeed:

            Ownership.

            Here, you own your book, and we put that in writing. Your book is an asset on your personal balance sheet.

            Control and flexibility.

            You choose your office location, décor, hours, dress code, staffing, who is invited to join your office, which software and systems to use, and the list goes on. We provide you the resources and support, you choose what and how much you use.

            Higher payout.

            We provide the competitive payouts and exceptional service to reward your entrepreneurial spirit, a strategy that’s led us to enjoy almost unprecedented levels of firm and advisor loyalty. Raymond James advisors consistently experience one of the highest “earnings per rep” of any major independent broker/dealer.

            Tax advantages.

            Receiving a Form 1099 versus a W-2 presents the opportunity to efficiently manage taxation for your business, thereby effectively increasing your payout. We encourage you to consult your CPA to learn more about this benefit.

            Retirement and succession planning.

            When you are ready to sell your practice, independent books generally garner a higher selling price because of higher cash flows and the portability of the book. To ensure you receive the maximum value out of your life’s work, we have associates dedicated to business valuation, and the sourcing of qualified buyers. You control the structure of the deal and may incur tax advantages as a business owner at the time of the sale.

            However, perhaps the biggest advantages we offer are the level of support and respect. Our business is to support yours. We are your advocates to help bring about solutions so you can do business the way you want to do it, from transition to technology, marketing to practice management, and compliance to succession planning.

            I invite you to learn more about our firm and the possibilities that we can create together for your practice and your clients.

            Sincerely,
            Kirk Bell
            Regional Director

            Central

            Kirk Bell
            Kirk Bell
            Regional Director - Central
            AR, CO, KS, LA, MT, ND, NE, NM, OK, SD, TX, WY
                 
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            Joe Meyer
            Joe Meyer
            Assistant Regional Director
                 
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            Jody Lane
            Assistant Regional Director
               
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            Theresa Stone
            Vice President, Business Development Consultant
            LA, NM, Southern TX
                 
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            Austen Karr
            Austen Karr
            Vice President, Business Development Consultant
            MT, WY, CO, ND, SD, OK, Northern TX
                 
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            Meghan Kitzinger
            Business Development Consultant
            AR, KS, NE
               
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            Becky Rector
            Becky Stratton
            Business Development Associate, Central Region
                 
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            Maurice Jackson
            Regional Operations Consultant
               
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            Tina Solomon
            Tina Solomon
            Regional Management Liaison
               
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            CFP??|?Certified Financial Planner? |?CFP
            CFP Board owns the CFP? marks in the United States,?which it awards to individuals who successfully complete initial and ongoing certification requirements.

            Events

            Conferences, special events & workshops

            We know that professional development, networking opportunities and continuing education are indispensable to career and practice growth. Our advisors enjoy access to numerous conferences, workshops and special events designed to provide equal opportunities for professional growth, personal enrichment and fun.

            2019 National Conference

            The 2019 RJFS Elevate Conference will be held at the Aria Resort and Casino in Las Vegas, Nevada, from April 29 – May 2, 2019.

            2019 Regional Conferences

            Regional Conferences provide opportunities for advisors to interact with their Regional and Divisional Management teams, key home office departments and Education and Marketing Partners through general sessions, breakouts and new intensive workshops that feature tactical ways to enhance their businesses. There is also a focus on hands-on technology sessions that highlight recent and upcoming technology tools at Raymond James.

            Practice Intelligence Workshops

            These “By Invitation Only” workshops are designed to assist you in developing your practice to its full potential.

            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 with our consultants about what your business would look like as an advisor at Raymond James.

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