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?

• 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?

• You’ll receive an 81% to 90% payout – your specific percentage is based on each branch’s total prior months’ trailing 12 production.

What benefits can I expect?

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

Where will I work?

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

Who will I work with?

• 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?

• 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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The Independent

Discover many of the benefits of independent affiliation with Raymond James

View PDF about The Independent

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.

View PDF about Transition Timeline

Your independent business consultant

A professional dedicated to helping your independent business succeed

View PDF about Your independent business consultant

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.