News, Vision & Voice for the Advisory Community


Why a senior Merrill Lynch advisor reluctantly broke away with ultra-affluent clients from the Texas oil patch

After getting the cold shoulder from his younger team members, independence with Wells Fargo's FiNet became attractive

Author Elaine Pofeldt April 8, 2011 at 1:45 PM
no description available
Craig Campbell: While it wasn’t easy to go independent after years in corporate America, he says, “that doesn’t mean it isn’t worthy of the effort. I definitely feel it’s been worthy of the effort.”

Related Moves

Infamous stockbroker resolves civil suit stemming from violent tirade -- the apparent final chapter in an incident that went viral and forever branded him the 'Fairfield Smoothie Guy'

Broker Jim Iannazzo went all out with high-powered attorneys and slick Las Vegas crisis pr team to limit the damage from his actions, but whether he can ever live down the incident remains to be seen.

September 1, 2022 at 5:11 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo