September 22, 2020
Raymond James welcomes $175 million advisor in Lyons, KansasST. PETERSBURG, Fla. – Raymond James welcomed experienced financial advisor Patrick Fulton in Lyons, Kansas, to Raymond James Financial Services, Inc. (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central regional director for RJFS.
Fulton joins Raymond James from Edward Jones, where he previously managed approximately $175 million in client assets. He is joined by Client Service Manager Monica Otto and Client Service Associate Amanda Beaver. The team operates as Salt Creek Wealth Advisors.
“The pandemic has made clear the need for innovative resources and comprehensive support, and Raymond James offers those capabilities,” said Fulton. “Their investment options – and the freedom of being able to run our business as we see fit – give us the opportunity to unlock the true potential of our team and what we can do for our clients.”
Fulton, founder of Salt Creek Wealth Advisors, has been in the financial services industry for 11 years. Prior to joining Raymond James, he spent over 10 years at Edward Jones. Fulton is a graduate of Southwestern College with a degree in finance.
About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $908 billion.