Benjamin F. “Tad” Edwards IV has been in the business for more than 30 years. At 127 years and five generations, his family has been at it even longer. His great-great grandfather founded A.G. Edwards, which was acquired in 2007 by Wachovia – which itself was acquired by Wells Fargo. In an exclusive interview, he talks about his family’s legacy, why he left Wachovia in 2008 to found his own firm, and how he grew it to about 180 advisors in 24 states.
All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.