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Practice Planning
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Practice Listings
Career Listings

Types of Listings

Seller

  • An advisor with any broker dealer affiliation may create a seller listing
  • Created by an advisor looking to leave the business in the near future
  • Any blind emails will come from Raymond James Financial Services affiliates

Buyer

  • A Raymond James Financial Services advisor may create a buyer listing
  • Created by an advisor looking to acquire another firm in the near future

Find a Successor

  • An advisor with any broker dealer affiliation may create a find a successor listing
  • Created by an advisor who is not necessarily looking to leave the business soon, but who needs to find an advisor to serve as their catastrophe and/or a long-term successor
  • Any blind emails will come from Raymond James Financial Services affiliates

Become a Successor

  • A Raymond James Financial Services advisor may create a become a successor listing
  • Created by an advisor willing to be someone’s catastrophe and/or long-term successor
  • This advisor may already have their own succession agreement in place