by FA Staff
The 104-year-old firm manages $150 million in assets.
by FA Staff
Raymond James announced that it has recruited an advisor into its new Columbia, S.C. complex.
by FA Staff
The new firm was created by two former Merrill Lynch advisors.
by FA Staff
The addition gives Lifestyle Financial more than $500 million in AUM.
by FA Staff
The firm is the first Texas-based partner for Focus Financial.
by FA Staff
He replaces Thomas B. Taylor, recently named president of Cetera Advisor Networks.
by FA Staff
Joseph Rizzo will be responsible for helping independent advisors with mergers and acquisitions and business development.
by FA Staff
The positions include senior vice presidents and first vice presidents.
by FA Staff
The move further expands the Merrill Lynch Private Banking and Investment Group in Texas.
by FA Staff
Linenger will concentrate on clients with $350,000 or more in investable assets.
by FA Staff
The move strengthens the firm's insurance practice.
by FA Staff
The move increases Benefit Financial's wealth management services and enlarges its footprint.
by FA Staff
Intrinsic Mutual Advisors and Stone Beacon Capital manage $240 million in assets.
by FA Staff
Jarrett F. Solomon, head of the investment committee, is named partner.
by FA Staff
Smith will be director of national accounts.
by
Karen DeMasters
The fund will concentrate on natural resources such as oil, natural gas, metals and agriculture.
by FA Staff
Dudum Financial provides financial services and employee benefit plans.
by FA Staff
Chris Du Bois is named chief digital officer.
by FA Staff
JLM Financial and Capital Investment Advisors join the National Planning Holdings firm.
