TD Ameritrade Institutional has created a mentoring program for advisors making the transition from broker.
The company has formed an Advisors In Transition Mentor Council, composed of advisors who have previously made the same type of career transition.
Mentors are matched with advisors in the transition program to provide support and guidance, according to the company.
"Going independent can be a challenge," said Tom Bradley, president of TD Ameritrade Institutional. "That's why we created a comprehensive package of tools and services to make the move as easy as possible. Advisors now have an additional edge because they can build a relationship with a mentor who will provide assistance during the transition process."
TD Ameritrade will also host workshops where mentors will discuss their experiences. The first workshop will be in Chicago on June 22, according to the company.
The members of the Mentor Council are: Deon Blaney, Private Wealth Management, Las Vegas; Ron Brock, Sheaff Brock, Indianapolis, Ind.; Dave Ceponis, Ceponis Financial Group, Wilton, Conn.; David Dowell, Russell Capital Management, Lexington, Ky.; Seth Pearson, Pearson Financial Services, Dennis, Mass.; John Valentine, Valentine Capital Asset Management, San Ramon, Calif., and Eric Witte, Ironmark Advisors LLC, Plano, Texas.