Quote:
Originally Posted by almost there
Any reason to go with one over the other? ... both are located in the same business park. ...
|
I would visit and get pitches from both and understand how your potential new account would be handled. Get a gut feel for the places. If you bring assets over $1M I believe both will give you an assigned rep. In that case, interview some reps to see if you find one that seems like a good fit. Tell the branch manager what your preferences are; sex, age, investment interests, experience in the industry, etc.
https://brokercheck.finra.org/ is your friend.
IMO the name over the door is much less important than your comfort with the people relationships.
There is frequent discussion here about the small spiffs you can get for signing with a broker. The dollar values of these IMO are trivial compared to portfolio values and hence not a good reason to select one broker or another.