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Advisers with $675M in combined AUM land at Benjamin F. Edwards

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Benjamin F. Edwards added seven advisers managing a combined $675 million client assets, the firm said.

Among the recruits, Allen C. Rogers was stationed at the firm's newly opened branch office in Berryville, Ark. With the addition of the branch, Benjamin F. Edwards now has 55 offices across 25 states, the firm says.

Rogers joined the firm from Wells Fargo Advisors to work as a vice president of investments, according to Benjamin F. Edwards. He is joined on the move by Lee Ann Ashford, who also had worked at Wells Fargo.

The largest recruits managed more than $17 billion in client assets.
July 11

Rogers started his career in the securities industry with A.G. Edwards in 1991 and remained through its merger with Wells Fargo in 2008, according to FINRA. Ashford has prior experience with Arvest Investments, BrokerCheck records show.

Joining the Benjamin F. Edwards branch in Sarasota, Fla. is former Morgan Stanley adviser Marc L. Breuer and Merrill Lynch's Greg Hicks, the firm said. Breuer, who started his career with Citigroup in 1996, was hired to work as a financial consultant with Benjamin F. Edwards. Hicks, who is taking over as the branch's vice president of investments, has prior experience with A.G. Edwards, E.Q. Financial and John Hancock, according to FINRA.

Former Merrill Lynch adviser Bradley S. Joiner has moved to work for Benjamin F. Edwards in Edwardsville, Ill. as a financial consultant, the firm says. Joiner previously worked for Edward Jones, Locust Street Securities and John Hancock, BrokerCheck records show.

In Mandeville, La., F. Kirby Newberger made the move from Raymond James as a senior vice president of investments, according to the firm. Newberger has previously worked for Wells Fargo Advisors, Legg Mason and Morgan Keegan, according to FINRA.

Steve R. Potter, who started his career with A.G. Edwards in 2000, joined the Benjamin F. Edwards office in Portland, Ore., the firm says. Potter most recently operated out of a Stifel office in the region, BrokerCheck records show.

"We've added a talented group of individuals who share our client-first approach and are eager to leverage our service-oriented culture, as well as our extensive line up of products and services as they work with their clients," said Benjamin F. Edwards IV, the firm's founder, CEO and president. "Our client-centric culture puts the adviser squarely in the driver's seat to manage their client relationships as they see fit."

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