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Why One UBS Vet Split for Independence

August 4, 2021
Louis Diamond Mentioned
By Sam Del Rowe

Registered investment advisor Robert Harris, a wirehouse veteran, believes being independent is better for advisors.

Harris is a senior wealth advisor at Avidian Wealth Solutions, a Houston-based RIA firm. He spent 19 years with UBS before moving to Avidian in 2019.

Harris shared his story of leaving the wirehouse for Independence on a podcast where he spoke with Louis Diamond, president of recruitment firm Diamond Consultants.

Read more…



This post first appeared on Perspectives For Financial Advisors From Diamond Consultants, please read the originial post: here

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Why One UBS Vet Split for Independence

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