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World Insurance to acquire Pensionmark Financial

Published: March 17, 2022

World Insurance Associates agreed to acquire Pensionmark Financial, an RIA in Santa Barbara, California, with more than $80 billion in assets

Source: investmentnews.com

Related Topics:

United StatesTroy HammondSanta BarbaraJennifer BartonPensionmark Financial GroupWorld Insurance AssociatesAdvisor Support PlatformPensionmark SecuritiesWorld Insurance

World Insurance Associates acquires retirement consulting firm

Published: March 16, 2022

World Insurance Associates' latest acquisition adds Pensionmark Financial Group, a consulting firm for the retirement planning industry.

Source: njbiz.com

Related Topics:

Troy HammondSanta BarbaraSteckler Wayne CochranJennifer BartonWise Rhino GroupPensionmark Financial GroupAlston BirdWorld Insurance AssociatesWorld Insurance AssociateTinton FallsAdvisor Support PlatformPensionmark SecuritiesExecutive Officer Rich EknoianWorld InsuranceSteckler Wayne Cochran CherryArdea Partners