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Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

Olympia, WA (PRWEB) July 20, 2022 Financial Advocates, LLC (FA), one of the largest Offices of Supervisory Jurisdiction (OSJ) with LPL in the Pacific

Angela vlachFinancial advocatesSupervisory jurisdictionPacific northwestChief executive officerFinancial advocates investment managementIndependent broker dealerAdvocates investment

Financial Advocates adds ex-Waddell & Reed advisors with LPL

Teams managing $7.5 billion in client assets flocked to Financial Advocates through referrals from other reps who had previously moved to the firm.

United statesWaddell reedGary campbellShannon greeneFrank smithAngela vlachRobert russoAdvisor groupAdvisor allianceMacquarie groupWashington based financial advocatesFinancial advocatesPacific northwestChief growth officer elvis medicaJason hatchPrivate advisor group

Retirement Industry People Moves

The Wagner Law Group acquires Idaho-based firm; Allianz Life names chief growth officer; K&L Gates LLP adds new partner to benefits, ESOPs and executive compensation practice; and more.

New yorkUnited statesWharton schoolSan diegoNorthwestern universityUniversity of northern iowaNew jerseyUniversity of pennsylvaniaJosh lohmeierWaddel reedLee suttonAngela vlachBriana murdockJason kotlyarovGoldman sachsAmanda albert

Retirement Industry People Moves

Transamerica adds new TPA services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and more.

United statesSan diegoNew mexicoUniversity of pennsylvaniaNew yorkWharton schoolNorthwestern universityUniversity of northern iowaNew jerseyWaddel reedJosh lohmeierAngela vlachJason kotlyarovGoldman sachsChristopher lvoffRachel michaelson

Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL s Acquisition of Waddell & Reed

Financial Advocates Expands Footprint and Welcomes New Advisors Following LPL s Acquisition of Waddell & Reed
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Waddell reedTim goeringAngela vlachShari jenkinsGreg schmautzFinancial advocatesOffice of supervisory jurisdictionMutual fund counselorGreat puget sound solutionsFinancial advocateSupervisory jurisdictionPacific northwestFinancial advocates presidentFinancial advocates chief growth officerExecutive vice president elvisChartered mutual fund counselor