World Investment Advisors Establishes New Custodial Relationship with Raymond James
10/17/24, 10:34 AM
Location
santa barbaraIndustry
finance
financial services
Type
partnership
World Investment Advisors has announced a new custodial relationship with Raymond James Financial Inc., a strategic step in establishing itself as the destination of choice for top-performing independent financial advisors and wealth management practices. This partnership comes on the heels of World's recent acquisition of Boston Harbor Wealth Advisors, a $3.5 billion firm and a long-time partner of Raymond James.
Company Info
Location
santa barbara, california, united states
Additional Info
World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists.