Release No. 2118-01                                                                                            FOR IMMEDIATE RELEASE
Date 11, 2008

 

Clay Brock Becomes Member of the Institute of Investment Management Consulting at Raymond James

            ST. PETERSBURG, Fla. – Clay Brock was selected to become a member of the Institute of Investment Management Consulting. The Institute of Investment Management Consulting (IIMC) was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications forums and networking with other financial advisors. The IIMC curriculum gives these advisors advanced knowledge commensurate with high level institutional money management consultants. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.

Mr. Brock attended a 3-day certification program covering essential investment management consulting topics such as asset allocation, manager selection and portfolio construction. The curriculum culminated in an examination that required advisors to apply the major concepts covered during the program to client situations. By successfully completing the program and examination, Mr. Brock earned the designation of Investment Management Consultant.

Clay Brock specializes in financial planning and investment consulting for individuals and their families as well as businesses and institutions.

About Asset Management Services

         Asset Management Services (a division of Raymond James & Associates) offers comprehensive asset-management services and products for financial advisors of Raymond James. Managed products include the industry-leading platforms of Raymond James Consulting Services and the Freedom program. Wrap-fee programs include the Passport and Ambassador programs.

About Raymond James Financial Services

            Founded in 1974, RJFS has approximately 3,200 financial advisors in approximately 2,000 offices nationwide. RJFS offers general securities (such as individual stocks and bonds) and professionally managed investment alternatives that primarily use an asset allocation and/or financial planning methodology. A member of FINRA, RJFS provides fee- or commission-based services through registered representatives in two divisions, the Independent Contractor Division (ICD) and the Financial Institutions Division (FID). ICD offices are independent establishments affiliated with RJFS; FID offices are located in community banks throughout the country. RJFS has 1,371 Private Client Group offices and 560 satellites.

 

For additional information, please contact Chris Latta at 256-236-8875.

 

Please visit the Raymond James Press Center at raymondjames.com/media.