Moves
Creative Planning Adds $2.2B RIA in New York
Raymond James announced that it has lured a team overseeing more than $1.5 billion in client assets from PNC Private Bank. Overland Park, Kansas–based Creative Planning has expanded its presence in ...
Summary as published by Financial Advisor IQ
More on Creative Planning
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Creative Planning Acquires Syracuse-Based RIA Overseeing $2.2B
More on Raymond James
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Raymond James Lands $1.5B PNC Private Bank TeamFinancial Advisor IQ · Nov 5, 11:00 AM ET
RayJay Draws $1.5B Team from PNC Private BankFinancial Advisor IQ · Nov 5, 11:00 AM ET
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