A former Wells Fargo team managing $630 million in client assets has created their own independent practice, Vision Wealth Advisors, with the support of Concurrent Advisors, a Raymond James super OSJ backed by Merchant Investment Management.
Mark Bruno, managing director, Wealth Management at Informa Connect, reflects on WealthManagement EDGE.
According to the commission, A.G. Morgan Financial Advisors failed to disclose that it owed $750,000 to Par Funding, the company connected to the offering.
Sanctuary Wealth claims another breakaway wirehouse advisor team, expanding its presence in the New York tri-state area.