Financial Advisor - Dublin, Ohio
New Year. New Independent Business Opportunity.
“Big enough to support you. Small enough to care.”
If you haven’t considered Waddell & Reed as a destination for your independent advisory practice, maybe it’s time for a fresh look. With over 80 years of service, Waddell & Reed offers investment management and financial planning services to clients nationally.
We understand that when it comes to finding the right fit for your clients and yourself, the right place can be in your own backyard. That is why we recently reorganized into 30 regional complexes nationwide with one simple goal; to focus our energy and resources where the benefit is greatest to the Financial Advisors, which is in their local markets.
Perhaps you have been putting off making a change. Whether the reason has been the DOL fiduciary rule concerns, uncertainty around tax reform, family matters, or even procrastination, industry changes keep happening. While some firms have adopted or have backed away from Broker Protocol, a standard that protects advisor autonomy, Waddell & Reed remains committed to keeping the advisor-client relationship foremost in its culture. Here in the Ohio Valley Complex; we value your freedom because we value ours.
It’s a New Year. Maybe it’s time to take a fresh look at your future.