A.G.P./Alliance Global Partners closes Q1 with strong recruiting in Wealth Management
A.G.P./Alliance Global Partners (“A.G.P.”) ends Q1 with strong recruiting in Wealth Management
A.G.P./Alliance Global Partners (“A.G.P.”) ends Q1 with strong recruiting in Wealth Management
AGP has added a total of 6 advisors during this period, the top 2 advisors joining from UBS and Edward Jones, where they managed a combined 225 Million in customer assets.
A.G.P. CEO/ Executive Chairman Phil Michals noted: “During these difficult times we continue to see growth on the wealth management platform”. “Our approach of being able to offer everything from family office services to traditional advisory and brokerage services has been attractive in the marketplace”. “We continue to see an increase in advisors taking advantage of planning tools that we have integrated into the systems as well”.
A.G.P.National Sales Manager Eric Steingruebner, JD, CFP® commented: “We are extremely happy with our rate of advisor growth. Our flexibility of offerings and practice management solutions continue to prove attractive to advisors with diverse business models. We feel that this is especially critical in these times of volatility and uncertainty, ensuring that our advisors can provide flexible options to their clients.”