by FA Staff
Frank Amigo has grown his South Florida complex’s annual revenues from $4 million to $32 million since joining the firm.
by FA Staff
The new RIA has opened three offices in the Rocky Mountain region.
by FA Staff
The firm opened a new office in N.Y. and has also added advisors to existing offices.
by FA Staff
Lee Jones has joined the firm in Irvine, Calif., and Joe Fowler has joined the firm in Asheboro, N.C.
by FA Staff
Ron Sallet has joined the firm as senior vice president of network development.
by FA Staff
Aaron Hail will manage the new location.
by FA Staff
Chris Gaye has affiliated with the broker-dealer in Freeport, N.Y.
by Fa Staff
Houston-based firm appoints founder's son as president.
by FA Staff
Christopher Englebert and Daniel Reitz have joined the firm in Allentown, Pa.
by FA Staff
Deborah Kimery receives promotion and Scott Calhoun and Skip Perkins have joined the Atlanta, Ga.-based firm.
by FA Staff
The Arizona based firm has made promotions in its wealth management and tax practice areas and in its client support division.
by FA Staff
The firm plans some changes to the portfolio management teams for the Thornburg International Value Fund and the separately managed accounts in the Thornburg International Equity Strategy.
by FA Staff
Kelly McCauley has been promoted to financial advisor in the firm’s Westwood, N.J. office.
by FA Staff
Caesar Cepeda has joined the firm in California.
by FA Staff
The Winter Park Group has joined the firm from Morgan Stanley.
by FA Staff
Laurie Kane Burkhardt has been promoted to wealth manager.
by FA Staff
The firm’s retirement plan solutions business has hired Jeffrey Hommel and Marc Panasuk as vice presidents of sales.
by FA Staff
Six advisors recently joined the firm representing a combined $308 million in AUM.
by FA Staff
Michelle Borré will enhance the group’s research and portfolio management capabilities.
by FA Staff
Stonegate Financial has joined the firm from LPL Financial in Cary, N.C.
