People Moves

Raymond James Opens "Advisor Select" Office In South Carolina

Eliane Chavagnon Editor - Family Wealth Report July 1, 2015

Raymond James Opens

Advisor Select was introduced by Raymond James & Associates in 2004 to offer financial advisors a turnkey platform that provides some of the benefits of independence, but with fewer administrative burdens associated with being fully independent, the firm said.

Raymond James has recruited financial advisors Charles Tumlin, Arthur Levin and Hall Sumner to open a new office of Advisor Select, the independent employee channel of Raymond James & Associates, in Beaufort, SC.

The trio operates as Tumlin Levin Sumner Wealth Management and joins from Wells Fargo Advisors, where they managed $390 million in client assets and had annual fees and commissions of about $2.6 million.

Joining Tumlin, Levin and Sumner are registered client service associate Carson Bruce and client service associate Heidi Peeples.

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