Former Raymond James Advisor Launches $1B AUM RIA

This article from WealthManagement.com details Crux Wealth Advisors’ breakaway from Raymond James to launch a hybrid Registered Investment Adviser and full-service wealth management firm. CEO Travis Alexander highlighted what this launch means, “We’re embarking into what I would call phase two of our business. During phase one, we had to establish proof of concept and scale. Ultimately this allowed us to evolve into phase two, where we can truly innovate and optimize the firm without bureaucratic constraints or influences that are out of alignment with our values and vision.”

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