Page 23 - Registered Representatives News Today

/PRNewswire/ -- Chantalle Couba, a financial services industry veteran, has joined Cetera Financial Group as the Joint Chief Inclusion and Diversity Officer...

Totus Wealth Management Launches with Cetera Texas-based team supports $2.4 Billion in Assets News provided by Share this article Share this article LOS ANGELES, May 5, 2021 /PRNewswire/ -- Cetera, a leading financial advice firm, has announced the affiliation of the newly launched Totus Wealth Management. The Texas-based team supports a reported $2.4 billion in wealth management assets. Led by President & CEO, James Starnes, the practice offers full-service financial planning, a complete su...

Cetera Launches Advisory Council to Promote Diversity in Financial Advice News provided by Share this article LOS ANGELES, April 22, 2021 /PRNewswire/ --  Cetera today announced the formation of a council for financial professionals devoted to forwarding diversity and inclusion in the field of financial advice, an industry for which equal access and diverse representation is especially needed. Ceteras DEIB strategy centers around three primary areas: with employees, with financial profession...

Former B2B Software CEO and Dealmaker, James Filsinger, Joins Ponterra Business Advisors Business Growth Expert and Negotiator to Join Senior Team to Support Firms Growth News provided by Share this article Share this article SAN JUAN, Puerto Rico, April 14, 2021 /PRNewswire/ -- Ponterra Business Advisors (Ponterra), a cross-border-focused B2B software, data and services industry middle market investment bank, is pleased to announce that James Filsinger has joined the company as managing dire...

Cetera Welcomes $340 Million Wealth Management Practice The Advisors LLC News provided by Share this article Share this article LOS ANGELES, April 13, 2021 /PRNewswire/ -- Cetera has announced the affiliation of The Advisors LLC, a full-service wealth management practice with offices spread throughout Western Pennsylvania. Led by President and Financial Advisor, Bryan Davis, the firm currently supports a reported $340 million in assets ($150 million AUM and $190 million brokerage assets) with...

Osage Advisors Closes Sale of Tier One, LLC to ARCH Medical Solutions Share Article Tier ONEs Newtown, Connecticut facility adds capabilities to ARCH Medical in milling, mill-turn, Swiss machining, and other manufacturing operations.The additional capacity and resources will enable ARCH to meet the needs of its growing customer base and medical device contract manufacturing service offerings. CENTERBROOK, Conn. (PRWEB) April 09, 20...

Press release content from PR Newswire. The AP news staff was not involved in its creation. Cetera Welcomes Industry Bancshares’ Six Texas Banks March 11, 2021 GMT Cetera Financial Group (PRNewsfoto/Cetera Financial Group) LOS ANGELES, March 11, 2021 /PRNewswire/ -- Cetera® has announced Industry Bancshares has joined its financial institutions community. Industry Bancshares is a holding company comprised of six different local bank charters with more than 27 offices located in rural communi...

Cetera Acquires RIA Financial Services Firm MAGIS Financial Partners Ownership Change Aimed at Further Fueling Growth for $490 Million AUM Firm News provided by Share this article LOS ANGELES, March 9, 2021 /PRNewswire/ -- Cetera ® has acquired MAGIS Financial Partners, a Philadelphia-based financial services firm currently supporting over $490 million in assets under management and operating a separate RIA that will transition to Cetera. Through this transaction, MAGIS who is already leveragi...

Cetera Welcomes $123 Million AUM Investment Practice News provided by Share this article  Cetera has announced the affiliation of financial professional, Paul Weinberger, a full-service investment and tax professional based in Clearwater, FL. Weinberger currently supports $123 million in assets under management. Mr. Weinbergers specialties include: Tailored wealth advisory solutions Multi-generational and wealth legacy planning Tax planning and preparation With over 25 years experience in f...

Farpointe Wealth Partners, Part of Ceteras Network of Financial Professionals, Attracts $190 Million Asset Accounting and Wealth Management Firm News provided by Share this article Share this article LOS ANGELES, Feb. 18, 2021 /PRNewswire/ -- Farpointe Wealth Partners, LLC ("Farpointe"), an independent financial advice firm within the Cetera network, has announced that Schexnayder Wealth Advisors, a $190 million asset team led by Owner and Senior Advisor, Nolan Schexnayder, has joined the team....