by FA Staff
Daniel Brown And Richard Kula have joined the investment advisory firm.
by FA Staff
Paul Carman has joined the firm in South Florida.
by FA Staff
Juanita Hanley brings over 20 years of industry experience to her new role.
by FA Staff
The Georgia-based firm generates over $2 million in annual revenue.
by FA Staff
John and Nathan Quello have joined the firm from UBS Financial Services.
by FA Staff
Charles Barham has joined the firm from Wells Fargo.
by FA Staff
Charles Winn will work with clients in both New York and Los Angeles.
by FA Staff
Viraj Patel has joined the firm in New York.
by FA Staff
Al McIntee is founder and CEO of Independent Advisor Consulting LLC.
by FA Staff
Doreen Griffith has been named a ‘2014 Premier 100 IT Leader’ by Computerworld.
by FA Staff
Zohar Swaine, a former TD Ameritrade Institutional executive, has joined the firm.
by FA Staff
United Capital expands to North Dakota market.
by FA Staff
Ben Nevejans joins the National Association of Independent Life Brokerage Agencies board of directors.
by FA Staff
The Massimi Group has joined the firm from Morgan Stanley.
by FA Staff
Keith Morris has joined the firm from Wells Fargo.
by FA Staff
Jonathan Self and Michael DePalma have been named sales managers.
by FA Staff
Private Wealth Management at Heathrow manages over $310 million in client assets.
by FA Staff
New offices expand the firm to 41 locations in 22 states.
by FA Staff
Gilbert Zimmerman Jr. has joined the firm as a managing director in New York.
by FA Staff
Zachary Karabell will help advisors navigate the impact of the global economy on client portfolios.
