Osaic also attracted an experienced Fidelity advisor to an OSJ in New York, while Raymond James reeled in breakaways from Wells Fargo, UBS, and Northwestern Mutual.
Hybrid RIA Concurrent Investment Advisors, Osaic, and Raymond James each notched recruitment wins this week, with Concurrent successfully snagging a billion dollar-plus team from Raymond James’ employee channel.
Keaton & Sams Wealth Management affiliates with Concurrent
Keaton & Sams Wealth Management, a Georgia-based team overseeing more than $1.3 billion in client assets, has made its leap to independence by joining Concurrent Investment Advisors.
The move brings Concurrent’s total assets under management to…
