BICs Next 50 Bank Advisors (51 75)
November 24, 2014 2:36 PM
BIC’s Next 50 Bank Advisors (51 – 75)
Next week, we’ll unveil our annual Top 50 Bank Advisors online and in print. In the meantime, we’re proud to present our Next 50. These advisors ranked 51 through 100 in our final analysis.
Here we are showing numbers 51 through 75. Yesterday, we had 76 through 100.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, such as assets under management; trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.
Here we are showing numbers 51 through 75. Yesterday, we had 76 through 100.
Our ranking is designed to recognize the most successful bank and credit union advisors based on several key areas, such as assets under management; trailing 12-month production; percentage growth in AUM from the previous year; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.
75. Endry Surjanto
Addison Avenue Investment Service
Cupertino, Calif.
TPM: Raymond James
2014 AUM: $93.6 million
2014 Production: $834,000
% of fee business: 46
Years as financial advisor: 10
Cupertino, Calif.
TPM: Raymond James
2014 AUM: $93.6 million
2014 Production: $834,000
% of fee business: 46
Years as financial advisor: 10
74. Randall Krenzin
Wells Fargo
San Jose, Calif.
TPM: none
2014 AUM: $401 million
2014 Production: $2.8 million
% of fee business: 80
Years as financial advisor: 21
San Jose, Calif.
TPM: none
2014 AUM: $401 million
2014 Production: $2.8 million
% of fee business: 80
Years as financial advisor: 21
73. Kevin Morrow
Wells Fargo
Santa Rosa, Calif.
TPM:
2014 AUM: $136.3 million
2014 Production: $1 million
% of fee business: 39
Years as financial advisor: 28
Santa Rosa, Calif.
TPM:
2014 AUM: $136.3 million
2014 Production: $1 million
% of fee business: 39
Years as financial advisor: 28
72. Michael Blackham
Mountain American Credit Union
Taylorsville, Utah
TPM: LPL Financial
2014 AUM: $98.9 million
2014 Production: $1.3 million
% of fee business: 31
Years as financial advisor: 9
Taylorsville, Utah
TPM: LPL Financial
2014 AUM: $98.9 million
2014 Production: $1.3 million
% of fee business: 31
Years as financial advisor: 9
71. Seth Marcus
Citibank
New York
TPM: none
2014 AUM: $497.5 million
2014 Production: $2.8 million
% of fee business: 40
Years as financial advisor: 17
New York
TPM: none
2014 AUM: $497.5 million
2014 Production: $2.8 million
% of fee business: 40
Years as financial advisor: 17
70. Paul Boscia
Wells Fargo
Palo Alto, Calif.
TPM: none
2014 AUM: $233.1 million
2014 Production: $1.8 million
% of fee business: 91
Years as financial advisor: 22
Palo Alto, Calif.
TPM: none
2014 AUM: $233.1 million
2014 Production: $1.8 million
% of fee business: 91
Years as financial advisor: 22
69. Brian Carey
Wells Fargo
San Jose, Calif.
TPM: none
2014 AUM: $178 million
2014 Production: $1.4 million
% of fee business: 77
Years as financial advisor: 21
San Jose, Calif.
TPM: none
2014 AUM: $178 million
2014 Production: $1.4 million
% of fee business: 77
Years as financial advisor: 21
68. Paul Hummel
Home State Bank
Loveland, Colo.
TPM: Investment Centers of America
2014 AUM: $167 million
2014 Production: $1.4 million
% of fee business: 0
Years as financial advisor: 26
Loveland, Colo.
TPM: Investment Centers of America
2014 AUM: $167 million
2014 Production: $1.4 million
% of fee business: 0
Years as financial advisor: 26
67. Jennifer Garcia
Wells Fargo
Encino, Calif.
TPM: none
2014 AUM: $599.3
2014 Production: $2.3 million
% of fee business: 78
Years as financial advisor: 21
Encino, Calif.
TPM: none
2014 AUM: $599.3
2014 Production: $2.3 million
% of fee business: 78
Years as financial advisor: 21
66. Randall McCright
Wells Fargo
Cedar Rapids, Iowa
TPM: none
2014 AUM: $247.8 million
2014 Production: $1.7 million
% of fee business: 92
Years as financial advisor: 10
Cedar Rapids, Iowa
TPM: none
2014 AUM: $247.8 million
2014 Production: $1.7 million
% of fee business: 92
Years as financial advisor: 10
65. David Diaz
Wells Fargo
Denver, Colo.
TPM: none
2014 AUM: $160 million
2014 Production: $1.2 million
% of fee business: 65
Years as financial advisor: 14
Denver, Colo.
TPM: none
2014 AUM: $160 million
2014 Production: $1.2 million
% of fee business: 65
Years as financial advisor: 14
64. Bryan Halstead
Wells Fargo
Richmond, Va.
TPM: none
2014 AUM: $205.6 million
2014 Production: $1.6 million
% of fee business: 72%
Years as financial advisor: 28
Richmond, Va.
TPM: none
2014 AUM: $205.6 million
2014 Production: $1.6 million
% of fee business: 72%
Years as financial advisor: 28
63. Kelly Hosek
Home Federal Bank
Sioux Falls, S.D.
TPM: Raymond James
2014 AUM: $75.8 million
2014 Production: $751,000
% of fee business: 69%
Years as financial advisor: 14
Sioux Falls, S.D.
TPM: Raymond James
2014 AUM: $75.8 million
2014 Production: $751,000
% of fee business: 69%
Years as financial advisor: 14
62. Michael Lipkins
Addison Avenue Investment
Palo Alto, Calif.
TPM: Raymond James
2014 AUM: $185.6 million
2014 Production: $1.7 million
% of fee business: 72%
Years as financial advisor: 14
Palo Alto, Calif.
TPM: Raymond James
2014 AUM: $185.6 million
2014 Production: $1.7 million
% of fee business: 72%
Years as financial advisor: 14
61. Matt Fryar
Wells Fargo
Des Moines, Iowa
TPM: none
2014 AUM: $603 million
2014 Production: $4.1 million
% of fee business: 96%
Years as financial advisor: 18
Des Moines, Iowa
TPM: none
2014 AUM: $603 million
2014 Production: $4.1 million
% of fee business: 96%
Years as financial advisor: 18
60. Todd Dathe
First Bank & Trust
Sioux Falls, S.D.
TPM: Raymond James
2014 AUM: $97.2 million
2014 Production: $956,000
% of fee business: 66%
Years as financial advisor: 14
Sioux Falls, S.D.
TPM: Raymond James
2014 AUM: $97.2 million
2014 Production: $956,000
% of fee business: 66%
Years as financial advisor: 14
59. Eric Kohlmeier
Wells Fargo
Park Ridge, N.J.
TPM: none
2014 AUM: $230 million
2014 Production: $2 million
% of fee business: 75%
Years as financial advisor: 29
Park Ridge, N.J.
TPM: none
2014 AUM: $230 million
2014 Production: $2 million
% of fee business: 75%
Years as financial advisor: 29
58. Robert Sasser
Wells Fargo
Florence, S.C.
TPM: none
2014 AUM: $337 million
2014 Production: $1.3 million
% of fee business: 80%
Years as financial advisor: 22
Florence, S.C.
TPM: none
2014 AUM: $337 million
2014 Production: $1.3 million
% of fee business: 80%
Years as financial advisor: 22
57. Gregory Scott
Summit Bank
Panama City, Fla.
TPM: Raymond James
2014 AUM: $185.7 million
2014 Production: $1.4 million
% of fee business: 84%
Years as financial advisor: 12
Panama City, Fla.
TPM: Raymond James
2014 AUM: $185.7 million
2014 Production: $1.4 million
% of fee business: 84%
Years as financial advisor: 12
56. Brock Kidd
Pinnacle Bank
Nashville, Tenn.
TPM: Raymond James
2014 AUM: $232.4 million
2014 Production: $1.5 million
% of fee business: 56%
Years as financial advisor: 20
Nashville, Tenn.
TPM: Raymond James
2014 AUM: $232.4 million
2014 Production: $1.5 million
% of fee business: 56%
Years as financial advisor: 20
55. Brad Goldberg
Chicago
Citibank
TPM: none
2014 AUM: $259.5 million
2014 Production: $1.8 million
% of fee business: 50
Years as advisor: 21
Citibank
TPM: none
2014 AUM: $259.5 million
2014 Production: $1.8 million
% of fee business: 50
Years as advisor: 21
54. Sasha Azarmi
Wells Fargo Advisors
Beverly Hills, Calif.
TPM: none
2014 AUM: $195.4 million
2014 Production: $10 million
% of fee business: 40%
Years as financial advisor: 15
Beverly Hills, Calif.
TPM: none
2014 AUM: $195.4 million
2014 Production: $10 million
% of fee business: 40%
Years as financial advisor: 15
53. Annette Martin
Fulton Financial
Lancaster, Pa.
TPM: Raymond James
2014 AUM: $139.1 million
2014 Production: $1.5 million
% of fee business: 45%
Years as financial advisor: 20
Lancaster, Pa.
TPM: Raymond James
2014 AUM: $139.1 million
2014 Production: $1.5 million
% of fee business: 45%
Years as financial advisor: 20
52. Kathleen Malone
Wells Fargo
Charlotte, N.C.
TPM: none
2014 AUM: $551.5 million
2014 Production: $2.4 million
% of fee business: 91%
Years as financial advisor: 32
Charlotte, N.C.
TPM: none
2014 AUM: $551.5 million
2014 Production: $2.4 million
% of fee business: 91%
Years as financial advisor: 32
51. Joseph Nelson
Wells Fargo
Menlo Park, Calif.
TPM: none
2014 AUM: $316.3 million
2014 Production: $1.9 million
% of fee business: 89%
Years as financial advisor: 24
Menlo Park, Calif.
TPM: none
2014 AUM: $316.3 million
2014 Production: $1.9 million
% of fee business: 89%
Years as financial advisor: 24
