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Annual Report[removed]A journey of years
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Document Date: 2013-02-27 10:52:16


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City

Denver / Memphis / St. Petersburg / Southfield / London / /

Company

Regions Bank / Regions Financial / Thomson Reuters / Raymond James Financial Services / Raymond James Tax Credit Funds / Private Client Group / Raymond James Bank / Raymond James & Associates / Raymond James Investment Services Ltd. / Raymond James Financial / Raymond James Ltd. / J.D. Power and Associates / Asset Management Group / Global Private Client Group / Morgan Keegan / Allied Irish Banks / Raymond James Investment Banking / Zacks Investment Research Inc. / ClariVest Asset Management LLC / /

Continent

Europe / /

Country

United States / /

Currency

USD / /

Event

M&A / Funding / Dividend Issuance / Employment Change / Debt Financing / Earnings Announcement / /

Holiday

New Year's Day / /

IndustryTerm

financial software / risk management / fixed income/public finance department / real estate investment banking team / municipal bond underwriter / energy independence / bank / tax law / private-client subsidiary / financial advisor desktop technology / /

MarketIndex

S&P 500 / /

Organization

Securities Industry and Financial Markets Association / Executive Committee / Federal Reserve Bank / Congress / /

Person

Jeff Dowdle / Scott Curtis / Dick Averitt / Richard Riess / Rob Baird / Cooper Abbott / Tom James / Bella Allaire / Ron Diner / Steve Kropf / Bob James / Tash Elwyn / Kevin Giddis / Paul Reilly / John Carson / Chet Helck / Dennis Zank / Billions Tom James / Tim Eitel / Richard Rossi / /

Position

financial advisor / advisor / annual Broker / head of Public Finance / president / executive chairman / advisors / CEO and the Chairman / head / municipal bond underwriter / chief operating officer / CEO / CEO / became president / financial advisors / chairman / Registered Rep / president and CEO / representative / CEO of that subsidiary / member / /

Product

Advisor Access platform / Advisor Access / /

PublishedMedium

Computerworld / /

Technology

financial advisor desktop technology / /

SocialTag