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.
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Berks County Pennsylvania
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