A UBS advisor who generated over $1 million in revenue has left the wirehouse to join Raymond James & Associates, the firm's traditional employee broker-dealer, according to branch manager Tom Hirsch.
On September 18 advisor Patrick Yates, his wife Carole, a marketing associate, and Donna Calkin, a sales assistant, joined Raymond James' Louisville, Ky., office. Yates, who reports to Hirsch, managed over $120 million in assets while at the wirehouse.
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