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60 news stories found
Press Release
May 14, 2021
Mr. Clary lends years of expertise to his work with Abacus Financial LLC
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Press Release
February 28, 2021
Wealth Management Solutions is sponsoring a financial literacy program at Sage Hill High School and Newport Harbor High School as part of their commitment to preparing young adults in the management of their finances in life.
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Press Release
August 24, 2020
Financial Advocates Continues to Attract Pacific Northwest Advisors
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Press Release
July 24, 2020
Longtime Northwestern Mutual Advisors Join Financial Advocates
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Press Release
July 23, 2020
Financial Advocates continues to attract top advisors with their leadership and growth initiatives
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Press Release
May 13, 2020
Elvis Medica to Drive the Firm's Focus on Recruitment, Sales, Business Consulting and Advisory Solutions
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Press Release
January 26, 2020
"By offering financial advisors more options for independence and flexibility, advisors feel more confident about branching out on their own," said Angela Vlach, President and CEO of Financial Advocates
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Press Release
December 20, 2019
Ms. Loda has been endorsed by Marquis Who's Who as a leader in the field of finance
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Press Release
November 13, 2019
Gary Campbell to assume the role of Chief Strategy Officer
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Press Release
November 8, 2019
Financial Advocates transitions a combined total of over $315 million in brokerage and advisory assets under management in third quarter
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Press Release
November 1, 2019
Appearances by financial services industry experts Jackie Wilke, Phil Toews, Paul Cahill
and Michael Wilson
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Press Release
July 18, 2019
Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.
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Press Release
July 12, 2019
In 2018, Financial Advocates added financial planning, para-planning, investment trading, marketing, website design, and virtual broker to their existing custom services program.
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Press Release
June 26, 2019
"Our business structure and team's diverse industry experience enable us to dive in and create programs that respond quickly to the needs of independent advisors."
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Press Release
May 3, 2019
Keynote Speakers Duncan MacPherson and Paul Cahill in Attendance
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Press Release
March 6, 2019
"Our unique structure empowers advisors to build their practices as they see fit."
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Press Release
September 19, 2018
Maxey will work closely with Bronfman Rothschild Chief Investment Officer, Dmitriy Katsnelson, providing portfolio construction and asset allocation insight alongside money manager research and due diligence.
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Press Release
June 12, 2018
Charles Hall Celebrates Years of Professional Excellence in Wealth Management and Financial Services
Mr. Hall adeptly assists high net worth individuals and privately owned businesses in implementing and coordinating financial planning strategies
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Press Release
May 11, 2018
"It's a pleasure supporting their practices as they continue to strive to deliver the very best in service and sound financial advice to their clients."
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