Congratulations to Lindsay Heyman and Wealth Partners Alliance for membership in Raymond James Financial Services 2021 Executive Council.
As an Office of Supervisory Jurisdiction, Wealth Partners Alliance ranks 16th nationally among the Independent Contractors Division of Raymond James Financial Services based on total production. In addition to the Dallas office, Wealth Partners Alliance provides supervisory oversight to RJFS independent offices from East Texas and as far west as Lubbock.
“This is another way that Wealth Partners Alliance is making it more efficient for independent advisors no matter where their office is located,” said Lindsay Heyman, who serves as the practice Supervisor. “We have the ability to facilitate the compliance and supervisory function of their practices which means they are spending more time taking care of what is most important for their clients.”
Branch owners of offices ranked 16th based on total branch production will be awarded the Executive Council II branch qualification. The branch owner may not already qualify as a council member on personal production and no financial advisor's personal production may exceed 50% of the total branch production.
Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.