Advisor Group Recruits Three Ladies-Led Advisory Groups

Advisor Group, a community of impartial dealer/sellers, has recruited three women-led impartial advisory groups with a mixed $250 million in shopper property, the agency introduced at its W Discussion board convention this week.

Avon, Minn.-based Black Monetary Providers, led by Margo Scepaniak, joins Woodbury Monetary Providers from LPL Monetary. Wayfinder Wealth Administration, based mostly in Santa Maria, Calif. and led by Teri White, moved to FSC Securities from Edward Jones. Haber Wealth Administration in Ft. Value, Texas, led by Tricia Wooden, additionally joins FSC. Her agency was beforehand affiliated with Rhodes Securities.

“I’m a powerful believer that it'll by no means be sufficient for our trade merely to rent extra ladies,” mentioned Valerie Brown, government chairman of Advisor Group. “We should empower ladies who enter the monetary recommendation career, and provides them the profession growth alternatives they should flourish and make a significant affect on their corporations and the purchasers they serve.”

At its W Discussion board, Advisor Group additionally unveiled a grant program to assist feminine advisors or registered assistants take part in teaching or persevering with teaching programs. The agency’s Ladies’s Advisory Board will give as much as $5,000 every to 10 fellows, who additionally get one-on-one mentoring every month. Purposes are due June 7.