First Allied Securities, a Cetera Financial Group Firm, Assists Lifestyle Financial Advisors in Attracting $167 Million Independent Advisory Practice
First Allied Securities (First Allied), a leading independent broker dealer with more than three decades of history serving successful financial advisors, announced today that one of its affiliated independent financial advisory firms, Lifestyle Financial Advisors (“Lifestyle”) has completed the merger of the Laura A. Nagle independent advisory practice into their organization.
Cetera Advisor Networks Names Timothy P. Stone Senior Vice President and Head of Operations
Cetera Advisor Networks LLC, an independently managed firm that is part of Cetera Financial Group®, a leading network of independent firms supporting the delivery of objective retail financial advice, today announced that it has promoted Timothy P. Stone to the position of Senior Vice President and Head of Operations, effective immediately.
In their latest co-signed byline published by InvestmentNews, Robert Moore and Adam Antoniades discuss advisor compensation models and the overall client-centric experience
In his latest byline published by Financial Advisor Magazine, Rich Whitworth discusses ways that advisors can build enduring value in their practices.
Cetera Financial Group (“Cetera”)*, a leading network of independent broker-dealer firms, announced today that it has named Thomas B. Taylor to the position of President of Cetera Advisor Networks ("Networks"), one of its member firms. Mr. Taylor, currently Senior Vice President and Chief Operating Officer of Cetera Advisor Networks, will replace Douglas S. King as President effective immediately.
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