Tag: wealth manager
Prospera Financial Services Buys $1.4 Billion Firm
Prospera Financial Services Inc., an independent broker-dealer, has purchased Dorsey & Company Inc., a New Orleans-based firm with approximately $1.4 billion in assets under...
Former UBS Advisor Goes Indie with Prospera
Prospera Financial Services Inc., an independent broker-dealer, has recruited 20-year industry veteran Steven Loerke, founder of California-based Redwood Advisory, who manages $100 million in...
Beacon Pointe to Merge Two RIAs, Sells Minority Stake to PE...
Beacon Pointe Advisors LLC and Beacon Pointe Wealth Advisors LLC, two affiliated registered investment advisors, plan to merge into a single RIA operating as...
Former $6 Billion Morgan Stanley Team Goes Indie
Wealth advisor Jason Fertitta and his team have launched an independent wealth management firm called Americana Partners LLC and have partnered with Dynasty Financial...
Prospera Financial Adds $150 Million Team from UBS
Prospera Financial Services Inc., a full-service independent broker-dealer, has added LiveOak Wealth Advisors to its platform.
Based in Lafayette, Louisiana, the LiveOak team spent nine...
