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Concurrent Adds Largest Team in Firm History

Published: October 11, 2023

Lumature Wealth Partners has left Raymond James to go independent with the newly restructured Concurrent

Source: wealthmanagement.com

Related Topics:

Nate LenzRoss RamseyRaymond JameScott SteeleKevin McfarlandRaymond JamesRohit MahnaFidelity Institutional Wealth Management ServiceGoldman SachsConcurrent Investment AdvisorsCorley WatsonLumature Wealth PartnersUnited CapitalFidelity Institutional Wealth ManagementMerchant Investment Management