FUNDRAISING NEWS | February 15, 2024
Cetera Financial Group has expanded its network by welcoming Regal Wealth Advisors to Summit Financial Networks, a division of Cetera Advisor Networks LLC. Regal Wealth, known for its extensive planning and investment services, managed over $312 million in assets.
Previously affiliated with LPL Financial, Regal Wealth Advisors is based in Myrtle Beach, South Carolina, and its move to Cetera signifies a strategic shift in its business alignment within the financial advisory landscape.
The firm was co-founded by Michael McCarthy and Andrew S. Pincus, both of whom bring a wealth of expertise and professional designations such as CFP, CLU, ChFC, JD, and CPA. Both co-founders come with 30 years of experience in the industry, having previously worked at NFP Advisors Services and Kestra Financial, prior to their affiliation with LPL Financial. They are joined by Fred DaVeiga, another seasoned investment expert.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
