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Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team

Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team
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WASHINGTON, April 21, 2021 /PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), is continuing its nationwide expansion with the addition of Poljak Group Wealth Management in Shreveport, Louisiana. The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley.
Denis and Davor represent a true American success story, and we re proud that they have chosen Steward Partners to help grow their business and write their next chapter, said Chris Barton, Divisional President, Steward Partners Global Advisory. Their team is a living testament to how hard work, advanced education and genuine concern ....

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Pinnacle Financial Partners Inc. (via Public) / Sam Oakley Ranked to Barron's Top 1,200 Financial Advisors List

Sam Oakley Ranked to Barron s Top 1,200 Financial Advisors List
April 08, 2021
Sam Oakley, a managing director for Pinnacle Asset Management, leader of The Oakley Group, and a financial consultant with Raymond James Financial Services, Inc., member FINRA/SIPC, was recently named to Barron s list of the Top 1,200 Financial Advisors. The prestigious 2021 list was published March 14 and draws from all 50 states, plus the District of Columbia. Oakley also appeared in Barron s Top 1,200 Advisers (Top 1,000 prior to 2013) list from 2009 - the list s inaugural issue - to 2017. He was ineligible to apply for Barron s 2018 and 2019 lists due to moving The Oakley Group to Pinnacle Financial Partners. Oakley once again made the Top 1,200 Financial Advisors list in 2020. ....

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Oregon Broker, Raymond James, Fined For 'Churning' Claims – InsuranceNewsNet

The Oregon Division of Financial Regulation issued $220,000 in civil penalties, and Raymond James Financial Services, Inc. agreed to pay $123,279 in restitution to the victims of the excessive trading practices of Gary Dodds.
Dodds, a stock broker for Raymond James Financial Services, conducted churning, a method of excessive trading to receive additional commissions, on several of his clients’ accounts from 2016 to 2018, according to court documents.
The division’s investigation revealed Dodds made unsuitable recommendations and sales of securities for his clients and failed to maintain proper documentation of his trading activities, Oregon officials said in a news release. The division also learned that Raymond James Financial Services was aware of his actions, but did not take adequate corrective steps. ....

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Harmony Private Wealth Becomes First Colorado Team to Join Steward Partners Global Advisory

Harmony Private Wealth Becomes First Colorado Team to Join Steward Partners Global Advisory
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WASHINGTON, March 3, 2021 /PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), has expanded its national footprint into the Denver-area market with the addition of Harmony Private Wealth, based in Fort Collins, Colorado. With more than $350 million in assets under management, the firm comes to Steward Partners from RBC Wealth Management and is led by co-founders DeHaven Becker, Michael Stradt, and Janet Mabry.
We are proud of the fact that DeHaven, Michael and Janet have chosen to join Steward Partners as their new home, said Chris Barton, Divisional President, Steward Partners Global Advisory. They represent our entrance into the Denver market, and we look forward to working with t ....

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Tune in to Levels of Control for Your Retirement

We have found that many retirees even those who’ve planned and saved well for decades harbor a distant fear that their money may not last as long as needed. When it comes to your retirement income, knowing what you can control and by how much may help you rein in fear of “running out” and instead, save your energy for the things you
can change.
Here’s how to achieve a level of comfort, not just with the parts you can control, but even the things you can’t.
Where Your Money Lives
• How and where you put your money to work is one of the largest areas of influence you have. Asset allocation decisions affect total portfolio risk more than any other factor, according to “Determinants of Portfolio Performance,” a study published in the Financial Analysts Journal. ....

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