Scott Curtis

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  Raymond James Execs Aim to Reassure Advisors About Merger

  By Janet Levaux, AdvisorOne  |  May 22, 2012

  At the Raymond James independent-advisor confab, Scott Curtis and other executives told prospective new affiliated reps to expect transition and other services to remain steady.

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  Raymond James Rolls Out New Advisor Software at Confab

  By Janet Levaux, AdvisorOne  |  May 21, 2012

  At the Raymond James conference, Scott Curtis took the helm as leader of RJ's independent-contractor channel while other executives unveiled the company's new desktop system.

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  RJ-MK Merger: It’s a Wrap

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  Raymond James Financial said April 2 that it had completed the acquisition of Morgan Keegan from Regions Financial, paying $1.2 billion in cash.

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  Raymond James Reorganizes Employee BD Unit, Names COO

  By James J. Green, AdvisorOne  |  April 10, 2012

  Moves integrate Morgan Keegan leadership and regional directors; structure to “maintain intimacy and responsiveness,” says Raymond James’ Tash Elwyn.

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  Raymond James Grabs Two Merrill Teams in Southeast

  By Janet Levaux, AdvisorOne  |  March 2, 2012

  A team joins the employee channel with $2.7 million in production and $853 million in assets, while the indie advisors have production of about $860,000 and total assets of $140 million.

• Raymond James Names New Advisor Execs

  By Janet Levaux, AdvisorOne  |  December 26, 2011

  Raymond James named a new executive to run its independent-advisor channel as Dick Averitt prepares to retire, and the company also announced a new head for its employee-advisor channel as Dennis Zank moves into the COO slot at the parent company.

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  RIAs With $410M in AUM to Custody With Raymond James

  By Janet Levaux, AdvisorOne  |  December 16, 2011

  Four firms, including an ex-Ameriprise affiliate, join Raymond James' RIA division with combined assets of $410 million.

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  Raymond James Taps New Heads of Independent, Employee Units

  By Janet Levaux, AdvisorOne  |  November 28, 2011

  Raymond James said Monday that it named a new executive to run its independent-advisor channel and a new head for its employee-advisor channel.

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  Raymond James Hires Two Merrill Advisors

  By Janet Levaux, AdvisorOne  |  August 17, 2011

  Raymond James said Wednesday that it had added two Merrill Lynch advisors to its Raymond James & Associates branch office in Tallahassee, Fla., with about $114 million in assets and more than $600,000 in yearly fees and commissions.

• Raymond James Hires 2 UBS Advisors in S.C.

  By Janet Levaux, AdvisorOne  |  March 9, 2011

  Carolyn Edwards and Roy Seay, with $125 million in assets and $850,000 in yearly sales, are joining RJA in Mount Pleasant, South Carolina