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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Robert Harris

Why One UBS Vet Split for Independence

Why One UBS Vet Split for Independence

Louis Diamond Mentioned – By Sam Del Rowe, Financial Advisor IQ – 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.

Breaking Up: A Former $750mm UBS Advisor’s “Split” for Independence

Breaking Up: A Former $750mm UBS Advisor’s “Split” for Independence

Ex-UBS advisor Robert Harris felt that the firm no longer allowed his team to serve their clients’ best and greater potential existed elsewhere. His partner didn’t agree. It’s a common thread amongst many partnerships who reach this crossroads.

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