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Sequoia Financial Group to Add Special Needs Expertise with Affinia
Sequoia Financial acquires special needs niche, WEG announces 10th acquisition of the year, Kestra added $1.6B in Q2, and more.
United states
Blue bell
Aron kruger
Peter nesvold
Tom haught
Ameritrade schwab
Tony mazzali
Jeff schulte
David sanford
Jean luc dupont
Joellen meckley
John nadworny
Jim hiles
Cynthia haddad
Rob rickey
Affinia financial group
StraightLine Hires Rob Rickey to Lead Expanding Focus on Employer-Sponsored Retirement Plans
/PRNewswire/ StraightLine Group (StraightLine), an independent SEC Registered Investment Advisor (RIA) and financial planning firm, today announced that.
United states
Dori thomas
Mike bisaro
Rob rickey
Head of advisor services
Goldman sachs
Straightline group
Retirement survey insights
Financial advisor magazine
Line group
Investment advisor
Chief growth
Managing director
Advisor services
Straightline president
Independent registered investment advisors
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