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Raymond James Expands Partnership with Pinnacle, Adding 70 Advisors and $18.7 Billion in Client Assets.
Contract Type
partnership
St. PetersburgInformation TechnologyFinancial ServicesFinanceFintechLendingBankingDescription
Raymond James Financial announced an expansion of its partnership with Pinnacle Financial Partners, bringing about 70 advisors registered with Synovus Securities to their platform. This transition is expected to enhance services for clients while providing continuity in advisor relationships.
Quick answer
Raymond James Expands Partnership with Pinnacle, Adding 70 Advisors and $18.7 Billion in Client Assets. (November 13, 2026). Raymond James is based in St. Petersburg, Florida, United States.
- What agreement did Raymond James announce on November 13, 2026?
- Raymond James Financial announced an expansion of its partnership with Pinnacle Financial Partners, bringing about 70 advisors registered with Synovus Securities to their platform. This transition is expected to enhance services for clients while providing continuity in advisor relationships.
- What does Raymond James do?
- Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations...
- Where is Raymond James based?
- Raymond James is based in St. Petersburg, Florida, United States.
- Which similar companies announced agreements around the same time?
- Goldman Sachs (November 10, 2026), PayRewards (November 9, 2026), OSAIC (November 8, 2026) and Credit Saison (November 7, 2026) also announced agreements within 45 days of Raymond James.
Source: Fundz verified event record.
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