Onboarding Division
Eric Ellison
Vice President of Contracting and Commissions
319-200-8229
Eric Ellison is the Vice President of Contracting & Commissions for Collective Financial Group.
Lisa Doherty
Director of Securities Operations and OSJ Branch Manager
888-613-5456
ldoherty@advisorsadvantagenetwork.com
Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Advisor's Advantage Network.
Dawn Jerrard-Johnson
Securities Operations Specialist
888-613-5456
djohnson@advisorsadvantagenetwork.com
Dawn joined the Securities Support Unit in 2017. Dawn is Series 7 licensed and has been in the financial services industry since 2000. Dawn has an extensive background in brokerage services and was a direct advocate for 25 of the top...