The firm’s culture demands no client asset minimums. Bicknell is an alum of A.G. Edwards, a firm that famously bucked the hard sell Wall Street trends with its friendly neighbor ethic toward clients. He has since hired other vets of that firm, perhaps in an attempt to recreate the atmosphere.
He also said in July he expects the merger pace to slow down a bit and that the company will shift to hiring.
“We’ve added probably 50-ish advisors and probably 150 total employees in the last 12 months, and we’ll probably do at least that if not more in the next 12 months,” he told Financial Advisor.