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FUNDRAISING NEWS | November 11, 2024
Tags: Personnel, Financial Advisor Move
Kingsview Partners announced the opening of a new Michigan location following the addition of a seasoned advisor from Edward Jones.
Greg L. LaFreniere joins Chicago-based Kingsview following a 21-year career with Edward Jones, bringing $200M in serviced client assets, according to a report by Investment News. LaFreniere was previously a radiologic technologist prior to his entry into the finance services industry. He will continue to operate out of Iron Mountain, MI.
Per the latest Dakota data, Kingsview manages approximately $3.58B in total AUM.
Source: https://www.kingsview.com/kingsview-partners-welcomes-wealth-manager-greg-lafreniere/
Written By: Dakota
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Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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