Realta Wealth Appoints John Barragan Chief Operating Officer tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.
It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer.
Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.
/PRNewswire/ Realta Wealth ("Realta"), the exclusive independent wealth management firm formerly known as CoastalOne, announced the appointment of industry.