Professionalism, Transparency, Customer Service, Financial Advice, Accessibility, Technology Integration, Investment Options, Fees and Charges, Security Measures, Education and Resources.
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Brian Lamone - District Branch Manager At Waddell & Reed - Fi
555 Poyntz Ave, ste 280
Riley, Others
Kansas, United-states - 66502
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Detailed description is I collaborate with advisors to use their strengths and experiences to build successful practices and enduring client relationships. As the District Manager of the Manhattan, KS office of Waddell & Reed, I work closely with the Managing Principal to develop a team of financial advisors. As a delegate of the Managing Principal, some of my day-to-day activities include:. • Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.. • Coaching financial advisors as they seek to build efficient, unique and growing practices.. • Removing roadblocks that impede financial advisor success.. • Executing frontline supervision, identifying and addressing supervisory issues as needed.. • Guiding financial advisors in developing succession strategies as they plan for their own retirement.. • Encouraging financial advisors to maintain a balanced approach to business and personal goals.. . As a leader and as a company, our approach is decidedly simple, genuine and straightforward: know our clients well, treat them with respect, and measure our success by their success.. . Interested in financial advisor opportunities at Waddell & Reed? Message me or give me a call.. ______________________________________________. . Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.. . This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.. . For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.
Established in the recent years Brian Lamone - District Branch Manager at Waddell & Reed in riley, kansas in united-states.
This well-known establishment acts as a one-stop destination servicing customers both local and from other parts of the city...
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