Tagged investment-advisor

Michael Aldrich Joins Parallel Advisors as Chief Operating Officer
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Michael Aldrich Joins Parallel Advisors as Chief Operating Officer

 Aldrich joins as the firm continues to grow its service offering and expand its footprint nationally in the coming years. Read More
Heather Katzenstein Joins Parallel Advisors
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Heather Katzenstein Joins Parallel Advisors

 Katzenstein to build out Parallel's Trust Services offering. Read More
Parallel Advisors Welcomes Teresa Milner
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Parallel Advisors Welcomes Teresa Milner

 Milner brings extensive experience in helping clients gain and maintain financial security through life transitions. Read More
Hard Press Forward: Parallel Advisors Hires Andrew Carrier as New Wealth Advisor, Advisor Solutions Director and Shareholder
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Hard Press Forward: Parallel Advisors Hires Andrew Carrier as New Wealth Advisor, Advisor Solutions Director and Shareholder

 Demonstrating a deep commitment to their partner and referral channel business, Carrier brings over 18 years of industry experience to put Parallel Advisors on offense. Read More
Lia Whisler Joins Parallel Advisors
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Lia Whisler Joins Parallel Advisors

 UC Berkeley Haas School of Business and Harvard University Alumna Has Joined Parallel Advisors as a Wealth Advisor Read More
Kyle Caouette Joins Parallel Advisors
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Kyle Caouette Joins Parallel Advisors

 Nationally recognized financial advisor, Kyle Caouette, CFA®, CFP®, has joined Parallel Advisors as a Wealth Advisor/Shareholder Read More
TruChoice Financial Group, LLC Announces Strategic Alignment With Transamerica
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TruChoice Financial Group, LLC Announces Strategic Alignment With Transamerica

 Expanded Outsourced Insurance Product Shelf Provides Access to Low-Cost Solutions to Help Mitigate Client Portfolio Risk Read More
ProManage Announces the Addition of New Senior Vice President
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ProManage Announces the Addition of New Senior Vice President

 Author, Investor and Advisor, Dan Cassidy Joined the Firm in May Read More
Main Management Hires Darol Ryan to Expand Investment Management Offering
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Main Management Hires Darol Ryan to Expand Investment Management Offering

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TruChoice Financial Group Becomes One
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TruChoice Financial Group Becomes One

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Centurion Wealth's Partners Named as Northern Virginia Magazine's Top Financial Professionals
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Centurion Wealth's Partners Named as Northern Virginia Magazine's Top Financial Professionals

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Succession Link Launches "Lite" Membership Pricing, Combines Insurance Platform
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Succession Link Launches "Lite" Membership Pricing, Combines Insurance Platform

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Succession Link Expands to Canada and Welcomes Canadian Financial Advisors
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Succession Link Expands to Canada and Welcomes Canadian Financial Advisors

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Pinnacle Investments Hires Brian Campbell to Establish "Broker's Broker"
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Pinnacle Investments Hires Brian Campbell to Establish "Broker's Broker"

 Local investment professional joins New York-based investment advisor/broker dealer Read More
Financial Firm Establishes Boston Area Presence
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Financial Firm Establishes Boston Area Presence

 Local investment professional joins New York-based investment advisor Read More
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Succession Link Announces New Website Features and Options for Advisors Who Want to Buy, Sell or Merge Practices

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Market Volatility Trims Healthy First Quarter Gain - Ascenta Special Situations Resource Fund

 Ascenta Asset Management releases their market commentary for the Special Situations Resource Fund Factsheet of March 2012. Read More
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Texas Investment Advisors Paul Comstock Partners Continuing Tradition of Excellence

 Paul Comstock Partners, a private investment and wealth advisory firm has been providing investment guidance to high net worth clients for over 25 years. The firm has been nationally recognized for their sound financial advice, the strategic manageme Read More
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Investment Advisor Paul Comstock Partners Introduces New Website To Showcase Wide Range Of Financial And Investment Services

 Paul Comstock Partners demonstrates leadership in the field of investment advisory through its new online resource, PaulComstockPartners.com, presenting its portfolio of services. Read More
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Peter Buffett Announced As Special Guest For The Launch Of Empowering Beneficiaries

 Son of billionaire investor Warren Buffett, Peter Buffet has been announced as the special guest for the official launch of Empowering Beneficiaries. Read More
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Investment Advisor, PaulComstockPartners.com, Proves Reliability of 25-Year Investment Consulting Services

 For over 25 years, Paul Comstock Partners has been providing independent, fee-only financial advice and investment guidance to individuals, families, foundations, and institutions. Read More
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EstateManagerWEB Fills Critical Need for 'Trusted Advisors'

 EstateManagerWEB is a starter version of the company's flagship product - EstateManagerPRO. This proprietary, private label platform delivers personalized estate administration, education and resources for the clients of 'Trusted Advisors'. Read More
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FIVE STAR: Best in Client Satisfaction Wealth Managers Announced

 Jordan Dechtman Wealth Management principal, Jordan Dechtman is among 7% of wealth managers in the Denver area to be named a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager. Read More
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Capital Management Group Introduces "Wealth Preservation" Portfolios

 New approach to investing greatly reduces volatility for risk-averse investors. Read More
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Wittenberg Law, A Boutique Law Office in Santa Monica, California, Announces the Launch of Investment and Wealth Management Legal Services

 Wittenberg Law PC, a boutique law office in Santa Monica, California, announces the launch of new legal services designed to counsel clients in connection with their private investment and wealth management needs. Read More