[crystalk]

Oh, BTW, despite offices in large cities like Nashville, A G Edwards has little offices in little towns across the South and Midcountry

and (assuming there was only one Alice Perley) they could quickly have called her former broker (their brokers stay with them forever) and he would have known all about her circumstances (their brokers usually know the client quite well)...and that would have done it.

With no account number.

[pgyanke]

"Oh, BTW, despite offices in large cities like Nashville, A G Edwards has little offices in little towns across the South and Midcountry..."

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Actually, A.G. Edwards has over 700 offices nationwide... not just a small, regional firm...

[Aliska]

They probably have everything on the computer and may have just been able to use her name without any other info. Everything is usually cross-indexed on computers. But the fact that he called the other broker leads me to believe that they verified her account in another manner. Naturally they couldn't hand over any money without some form of id.