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FUNDRAISING NEWS | September 24, 2024
Tags: Financial Advisor Move
New Orleans-based RIA NewEdge Advisors has recruited BFS Advisory Group from Osaic, where the group serviced approximately $318M in client assets, according to a September 23 press release.
The eight-person team operating out of Dallas is led by founder and President Debra Brennan Tagg, who is joined by Associate Wealth Advisors Erin Neece and Hollis Stuckert, Portfolio Analyst Bradley Rouse, Paraplanner Chelsea Neece, and three support staff. Tagg previously chaired the FSC Securities Board and the Osaic National Advisory Group.
NewEdge Advisors supports more than 375 advisors and manages brokerage and advisory assets valued at $25B, per its website.
View the press release here.
Written By: Dakota
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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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