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Top News In Crux Wealth Advisors Today - Breaking & Trending Today

Sopko serves clients in Sisters

Renee Sopko joined the Crux Wealth Advisors team in 2021 as a wealth advisor. According to Crux, Sopko has a critical role on the team and takes a ....

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$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. ....

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Financial Advisor IQ - Content Page

Financial Advisor IQ - Content Page
financialadvisoriq.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialadvisoriq.com Daily Mail and Mail on Sunday newspapers.

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Raymond James Nabs 11 Reps From Wirehouses, Other Rivals

What You Need to Know
The new registered reps joined from Merrill, Morgan Stanley and UBS, as well as from other broker-dealers, where they managed a combined $1.2 billion.
Six advisors are now part of Raymond James affiliate Crux Wealth Advisors, while five are now in Alex. Brown.
Also this week, the firm said it received a long-term senior unsecured rating of A- with a stable outlook from Fitch.
Raymond James Financial Services has added six financial advisors to affiliate Crux Wealth Advisors from rivals like Merrill Lynch and UBS, while its Alex. Brown unit has added five advisors from rivals including Merrill, Morgan Stanley and Wells Fargo. ....

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New Recruits Bring Over $500 Million to Raymond James

New Recruits Bring Over $500 Million to Raymond James
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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