by FA Staff
Father and son team Erwin and Terry Bry have joined the firm in St. Louis, Missouri.
by FA Staff
Incapital opens a new office in New York City and hires a senior staff.
by FA Staff
David Gunter has joined RJA from Stifel Nicolaus.
by FA Staff
NJFPA names Leslie Beck as Heart of Financial Planning Award recipient.
by FA Staff
Aurora Investment Counsel, based in Atlanta, is added to Lebenthal Asset Management.
by FA Staff
Russ Cearley, John O’Donnell and Victoria Shackley have been promoted at the financial advisory firm.
by FA Staff
Eddie Barber and Russ Tobler have affiliated with the firm after leaving RBC Wealth Management.
by FA Staff
Foran Financial Group has joined the firm from LPL Financial.
by FA Staff
H. Paulett Eberhart has been elected to the LPL Financial Holdings board of directors and will serve on the audit committee.
by FA Staff
Michael Frank and Oliver Ernst have joined the financial services firm.
by FA Staff
Breton Williams and his firm, First Wealth Financial Group, manage approximately $80 million in client assets.
by FA Staff
Ana Chaoui has joined the firm in Florida as a vice president and branch manager.
by FA Staff
Gary Bender brings more than 30 years of industry experience to the independent broker-dealer.
by FA Staff
First Foundation Inc. hires new director of marketing and strategy.
by FA Staff
John Holland has joined the firm in Charleston, W.V., and David Bryan has joined in Chattanooga, Tenn.
by FA Staff
The independent advisory firm has affiliated with Raymond James Investment Advisors Division.
by FA Staff
Tim Ziola has joined the firm from RBC Capital Markets.
by FA Staff
Tara Scottino has joined the Dallas-based firm from Carter Financial Management.
by FA Staff
Elizabeth Snyder has joined the Atlanta-based wealth advisory firm.
by FA Staff
IFP has a 98 percent adivsor retention rate, the company says.
