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Concurrent Recruits Nine New Advisors, Almost $1B in AUM in Q1

Concurrent Advisors appears on track to repeat rapid 2021 growth.

San diegoUnited statesRick damicoDoug solorzanoJohn garciaGarry scheuflerNate lenzMandy haskellTim murrayBrandon glasscockEdward jonesJohn harrisMorgan stanleyRaymond james financial services incMerrill lynchWealth partners alliance

Concurrent Recruits Nine New Advisors, Almost $1B in AUM in Q1

Concurrent Advisors appears on track to repeat rapid 2021 growth.

San diegoUnited statesRick damicoDoug solorzanoJohn garciaGarry scheuflerNate lenzMandy haskellTim murrayBrandon glasscockEdward jonesJohn harrisMorgan stanleyRaymond james financial services incMerrill lynchWealth partners alliance

$275 Million Calif Advisor Joins Raymond James From Edward Jones

A California advisor with about $275 million in managed assets is moving to Raymond James, the firm's latest addition in the past several weeks.

New yorkUnited statesPleasant hillLaura kurtzerJoel gravinaStephen mclaughlinRaymond jamesMelinda fairweatherLance murphyStuart scibettaMorgan fatlosJohn patatMandy haskellEdwards jonesMorgan stanelyAmy wasser

US in the news: Hub International bolsters private client arm

A round-up of people moves and M&A deals across North America

New yorkUnited statesNapa valleyWhite plainsPalm beachWalnut creekRaymond jamesThomas walshJay goetschiusLance murphySara ferrellStuart scibettaMandy haskellEl cerritoKatherine frattarolaBrandon glasscock

From the Archives: Sept 11 in the Pioneer

From the Archives: Sept 11 in the Pioneer
bemidjipioneer.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bemidjipioneer.com Daily Mail and Mail on Sunday newspapers.

James campbellKen beckJohn falldorfWally zimmerJeff teschJoel hoppsEarl geilSandy ettesvoldEdward jacksonLance rongstadMandy haskellBemidji high schoolGrand rapidsEric scotlandKeith scotlandDan hoody
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