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LaSalle St Further Enhances Advisor Technology Offering with Advyzon

/PRNewswire/ LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment advisor (RIA) platforms,.

United statesMark conteyInsurance servicesIntegration of key servicesTechnology learning centerFidelity investmentsAdvisor concierge serviceAdvisor concierge servicesTech solutionsHaven tower groupNational financial servicesNew platform provides advisorsEnd to tech solutionsComplete integrationKey servicesAdvisor concierge

LaSalle St Welcomes $550 Million Horwitz & Associates of Deerfield, Illinois, to Its Platform

/PRNewswire/ LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser (RIA).

United statesGerald horwitzMark conteyNational financial servicesHaven tower groupEa horwitz associatesGenerational wealth management firm joins lasalle stHorwitz associatesFidelity investmentsInsurance servicesAtria western internationalWestern internationalChief marketing officer markInvestment advisorsLasalle st

LaSalle St Establishes Relationship with Live Oak Bank

/PRNewswire/ LaSalle St., a family of wealth management firms encompassing an independent broker-dealer; RIA and insurance platforms, and a financing.

United statesJames hughesMark conteyLorene yueGrowth objectives for firmLive oak bancshares incNational financial servicesInsurance servicesHaven tower groupFidelity investmentsLive oak bankAffiliated advisorsLive oak bancsharesChief marketingOak bankInvestment advisor financing

LaSalle St Welcomes Link Financial Advisory of Las Vegas to Its Platform

/PRNewswire/ LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser (RIA).

United statesCity ofUnited kingdomLorene yueMark conteyZions bancorpFidelity investmentsMutual omaha bankHead of business developmentInsurance servicesHaven tower groupNational financial servicesFormer securities america affiliate overseesLink financial advisoryFinancial advisorySenior vice president

Lasalle St Welcomes Former UBS Financial Services Vice President as Advisor-Owner

/PRNewswire/ LaSalle St., a family of wealth management firms encompassing independent broker-dealer and two registered investment adviser (RIA) platforms,.

United statesMark conteyLorene yueMorgan stanleyFidelity investmentsFinancial servicesFirm new equity ownership offeringFinancial services viceHaven tower groupFidelity clearing custody servicesInsurance servicesHead of business developmentVeteran financial advisor cari schulz overseesNew equity ownershipEntrepreneurial cultureAdvisor owner equity ownership model key drivers

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