Independent Advisor

Your business. Our support. The perfect balance for success.

As an advisor and business owner, you stand apart, but it doesn’t mean you should stand alone. When you choose to affiliate with Raymond James as an independent advisor, you’ll enjoy something virtually no other firm can offer: all the rewards of running your own practice your way along with all the resources of a full-service, self-clearing New York Stock Exchange-member broker/dealer and direct access to the industry experts and proven strength of Raymond James.

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A day in the life

The sense of satisfaction that comes along with being in control is something you’ll experience daily as you oversee every detail of your practice – from business structure and marketing to client service and procedure – confident Raymond James is there to provide support when you need it.

The big questions

To help you dig deeper into what being an independent advisor entails – and what you can expect as part of Raymond James – we’ve provided answers to the questions advisors ask most.

What qualifications will I need?see content

  • Three years of experience
  • Production of $350,000 to start a new branch or $300,000 to join an existing branch

How will I be compensated?see content

  • 80% to 100% payout (specific percentage will depend on mix of business and production)

What benefits can I expect?see content

  • Option to choose from an RJ provided list of preferred vendors for benefits package

Where will I work?see content

  • You’ll select your office location, décor and hours of operation.

Who will I work with?see content

  • You’ll be free to hire your own team with assistance from Raymond James Human Resources or bring existing staff with you.

What resources will I have access to?see content

  • All Raymond James products and services
  • Firm technology, including integrated financial planning software, performance reporting, CRM, high-quality research, an institutional-level training system and more


Independent advisor regions

Meet our team

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Resources

The Independent

Discover many of the benefits of independent affiliation with Raymond James

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Transition Timeline

View the 90-day transition timeline with major milestones and an overview of the support provided by the Raymond James transition and technology consultants.

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Your independent business consultant

A professional dedicated to helping your independent business succeed

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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 recruiters about what your business would look like as an advisor at Raymond James.