» Site Navigation
Home Page The Villages Maps The Villages Activities The Villages Clubs The Villages Book Healthcare Rentals Real Estate Section Classified Section The Villages Directory Home Improvement Site Guidelines Advertising Info Register Now Video Tutorials Frequently Asked Questions
» Newsletter Signup
» Premium Tower
» Advertisements
» Trending News
» Tower Sponsors

» Premium Sponsors
» Banner Sponsors
» Advertisements
View Single Post
Old 05-19-2018, 06:53 PM
JoMar JoMar is offline
Join Date: Apr 2014
Posts: 2,668

I have a broker, was with Shearson and it's mergers over the years. He decided to go independent with Raymond James and I stayed with him. It has worked out great for my portfolio. My second broker ended up as an executive with Wells and is now going to go independent. I would have left Wells awhile back but his expertise and willingness to work with my Raymond James guy (I know, a unique arrangement) has also been successful. Will see where he goes next and will make a decision on going with him at that time. Short answer, I felt I had more of a partnership with the guy in a smaller environment then the guy with the big company.
No one believes the truth when the lie is more interesting

Berks County Pennsylvania

All times are GMT -5. The time now is 01:48 AM.