Long term Wells Fargo Advisors FA’s.......are you seriously considering a change for the 1st time? If so, what are you considering?

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Hard to quantify how much business WFA advisors are losing due to all the bad news. Senior Management is clueless and their only response is “it’ll pass”. However, something new keeps cropping up. And the time will come when they leave the protocol and will claim ownership of OUR clients. Yup, the time is nigh

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Edward Jones!

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No. Yeah things don’t look good in the near term, but my assets and production are at an all time high. Local and regional management have always been good to me. Clients are dedicated to me, not the firm. Plan on riding this out just like I did in 2008 when people were worried the big brokerage houses were going out of business. (I was with with Smith Barney back then)

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I think if you are leaving, be careful where you would go. Jumping firms because your firm is in the news won’t change the chance of it happening again at another big wire house. With today’s atmosphere, and firm is subject and the bigger they are, the bigger the target.

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What is the upside to staying with WFA vs going to another firm?

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