Advice Request - Want to leave my team

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Aug 10, 2010 8:46 pm

I would like to leave my team but not sure if my current broker-dealer would allow me to stay at the firm.  My production that I could take with me is only about $115K in revenue.  My role on the team has been more as support so really haven't focused on client acquistion as much as I need to.  Does anyone know what Wells Fargo's minimum revenue for a Financial Advisor is?  Any help would be appreciated.

Aug 11, 2010 11:37 am

Went through something similar in the mid 90s. The outcome has everything to do with your relationship with your direct supervisor, and the person above them. In my case, my supe supported me, and the next year went just fine with decent but not spectacular numbers. Trouble is, that boss was promoted, the new guy viewed my book as bonus material for other reps. Disrupted my life in a very big way, but a couple years later I was better off, but I had to start from square one...