March 15, 2024
Merit Financial Advisors has acquired Viren and Associates, based in Spokane, Washington. The firm oversees approximately $542 million in assets. Viren and Associates was founded by Paul Viren and...
March 14, 2024
Brian Pflaum, a financial advisor in Alabama, has shifted his business to LPL Financial after learning that his previous firm, Lincoln Financial Advisors, would be acquired by Osaic. Pflaum, who has...
March 14, 2024
Ashton Thomas Private Wealth, associated with Arax Investment Partners, has expanded its network by welcoming a team from Raymond James' Alex.Brown division. The McDonagh Bauers Private Wealth Team,...
March 14, 2024
Osaic has added a four-advisor group known as Latitude Wealth Advisors, which oversees approximately $210 million in assets. This team is based in Hauppauge, New York, and consists of advisors Robert...
March 13, 2024
Laura Blanton, formerly of Wells Fargo, has joined Raymond James & Associates. She will operate as Blanton Wealth Management and will be based in Greenville, South Carolina. At Wells Fargo, she...
March 13, 2024
Savvy Advisors recently expanded its network by welcoming three new advisors: Aaron Wiegman, Dustin Parsons, and Arynton Hardy. Wiegman and Parsons join from Financial Sense Wealth Management and...
March 12, 2024
Bluespring Wealth Partners facilitated the merger of two of its partner firms, Retirement Wealth Specialists (RWS) and Security Financial Management (SFM), to form a significant wealth management hub...
March 12, 2024
Vanessa Martinez, a former financial advisor at Hightower Advisors, has launched a new registered investment advisor firm, Expressive Wealth, based in Chicago. Expressive Wealth currently manages...
