Wealthies Circle

Wealthies Circle


Joining a Broker Dealer Firm — with Guests Tim Edwards and Tony Montanari

January 21, 2021

In this episode, David Armstrong is joined by Prospera Financial Services’ Tim Edwards, principal and Tony Montanari, vice president of business development, as they discuss what you can expect when you join the firm as an independent advisor. They dive into conversation about what Propera has to offer and Tony shares insight from an advisor’s … Continue reading Joining a Broker Dealer Firm — with Guests Tim Edwards and Tony Montanari →