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FUNDRAISING NEWS | November 19, 2024
Tags: Personnel, Financial Advisor Move
Aegis Capital has recruited former LPL advisor Charles Marques as a new managing director, operating out of Davie, FL, according to his BrokerCheck report.
Marques began his career in 2003 at IDS Life Insurance Company and went on to work as an advisor at a number of firms, including American Express Financial Advisors, before moving to LPL Financial in 2016, working out of a branch location in Weston, FL. He specializes in retirement planning and wealth preservation, Aegis said.
New York-based Aegis was founded in 1984 and offers products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles.
Source: https://www.accesswire.com/944587/aegis-capital-corp-announces-the-hiring-of-a-new-managing-director
Written By: Dakota
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