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FUNDRAISING NEWS | October 14, 2024
Tags: Personnel, Financial Advisor Move
Cetera Financial Group’s subsidiary RIA Avantax Wealth Management has made a series of advisor recruitments, adding approximately $390M in combined AUA.
In a press release published October 10, the Dallas-based firm said it recruited a total of nine financial service groups and individuals, with three previously affiliated from LPL Financial: San Francisco-based Sentinel Financial Group, led by Ali Kazemi; advisor Amy Wright, operating as Wright Financial Solutions near Des Moines, IA; and Premier Wealth Management, headed by Joseph Schwan in Long Island, NY.
The rest of the new additions are Lancaster, PA-based independent advisor Allan Thompson from Ameriprise Financial; the Covina, CA, team of Xavier Consulting, led by George Escobar, from Next Financial Group; former Lincoln Financial-affiliated Progressive Planning Services, founded by duo Ken Ulrich and John Ariola and based in East Amherst, NY; Seattle-based Scot Sageser and William Hubbard’s Defender Financial Services Group, previously with World Equity Group; and independent advisor W. Townsend Morris from Kestra Financial, operating out of Ardmore, PA.
View the press release here.
Written By: Matt Hirst, Editorial Director
November 18, 2024
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