Offering individualized financial & investment planning services
Are you interested in tailoring an independent practice based on your own goals, owning your client relationships, and growing with the support and guidance of a successful, experienced team?
Are you looking to retire and can't find a suitable buyer for your book of business?
Please e-mail firstname.lastname@example.org or call Rick West at 781.404.7009 x100
This information is meant for recruiting purposes only. The services offered through Concord River Financial are separate from the services offered through Waddell & Reed, Inc. (WRI) and WRI is not responsible for any services offered directly through Concord River Financial.
Joining the Concord River Financial team will require background checks due to the association with WRI and due to regulatory requirements. There is no specific requirement to join the Concord River FInancial team to be accepted as independent Financial Advisor with WRI nor is there any guarantee that WRI will accept any independent financial advisor candidate.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. Waddell & Reed, Inc. and Concord River Financial are unaffiliated entities.