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RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest : vimarsana.com
RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest
No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.
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Suntrust Bank
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Wachovia
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Robinson Humphrey Company
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Longbow Financial Services In Spokane
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Hub International Picks Up Spokane Retirement Planner
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Cornerstone Wealth Group
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Jp Morgan Private Bank
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Captrust Financial Advisors
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Sutton Wealth
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Alphastar Capital
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Boston Private
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Dynasty Financial Partners
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Diversify Advisor Networks
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Alphacore Wealth
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Trutina Financial
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Chief Compliance Officer Geoffrey Schock
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Strategic Growth Rush Benton
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Raymond James Team Goes Independent
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Chief Operating Officer Andrew Palmasano
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Client Relationship Managers Charles Wanner
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Concurrent Investment Advisors
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Berg Adds Atlanta Duo
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Truist Wealth
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Private Bank
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Atlanta Based Homrich Berg
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Advisors Buys Paragon Wealth Strategies
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Brighton Financial
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Global Advisors
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Paragon Wealth Strategies
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Managing Partners Jonathan Castle
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Michelle Ash
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Brighton Financial Planning
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Genstar Capital
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Oak Hill Capital
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Altas Partners
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Join Focus Partner Cornerstone Wealth
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Financial Partners
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Sutton Wealth Advisors
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Focus Financial
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Financial Buys Clearbridge Wealth Management
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Clearbridge Wealth Management
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International Limited
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Longbow Financial Services
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Managing Partner Michael
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Hub Retirement
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Private Wealth
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Orion Advisor Solution
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Todd Sheets
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Capital Management
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Fairpoint Wealth
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Mercer Advisors
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Fidelity Clearing
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Managing Partner Brian
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