A four-advisor team based in Colorado, Oklahoma and Idaho has joined Raymond James Financial Services via its corporate RIA affiliation model.
Advisors Reg Aldrich, Levi Wade, Derek Williams and Matt Powell, the founding partners of $140 million AUM RIA True Harvest Wealth Management, join Raymond James as investment advisor representatives (IARs).
Aldrich and Wade operate from offices in Oklahoma City, while Williams operates from Eagle, Idaho, and Powell from Colorado Springs, Colo.
True Harvest Wealth Management formerly served clients on behalf of Country Capital Management Company and Country Trust Bank. Each of the four advisors has over a decade of experience.
Aldrich, Wade, Williams and Powell are joined in the move by client service representatives Courtney Benitez and Karen Lunde.