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Advisor Group Advances Growth Strategy With Appointment Of Kristen Kimmell As Executive Vice President, Business Development
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Patti Brennan Ranks #23 in Barron s Top 100 Women Advisors
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Advisor Group Recruits Four Financial Professionals with $259 Million in Total Client Assets to its Royal Alliance Subsidiary, Extending Significant Year-Over-Year Gains in Recruited Advisors and Asse
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Advisor Group Kicks Off Annual W Forum Conference, A National Virtual Event For Women Financial Professionals
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Advisor Group Thanks Janine Wertheim, Veteran Executive Of Securities America Retiring After More Than 37 Years
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PHOENIX, June 3, 2021 /PRNewswire/ Advisor Group, the nation s largest network of independent wealth management firms, today announced that Securities America veteran Janine Wertheim will retire on July 30, 2021, after more than 37 years with the company. Most recently, Ms. Wertheim has served as President of Securities America Advisors, one of two registered investment adviser (RIA) entities within Securities America, the other being Arbor Point Advisors. Securities America is a subsidiary of Advisor Group, which also includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Triad Advisors and Woodbury Financial Services.