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Raymond James Financial, Inc. Message Board

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  • dcisinsane dcisinsane Jun 20, 2012 10:15 AM Flag

    Will RJF update Trust account holders?

    Trusts can be a mess anywhere ... or very simple .

    The real issue is ... Did someone who sold used cars or worse help Grandpa after they passed a basic math test and became a "VP of INVESTMENTS" or CERTIFIED BLAH BLAH !!!


    Ive worked directly and indirectly w/ ALL the firms . This one amuses me the most . Merrill is comical too and lately they seem to have a hard time finding people to work for 33 cents on the dollar earned .

    The whole business is changing as people wake up and realize they can do most of this so called investment planning themselves thru a variety of HUGE discount brokers and save the aggravation of dealing w/ "brokers" who arent as smart as my Dog .

    You really just need a SHARP LAWYER and a SHARP CPA . They exist .

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