Three advisory teams led by Air Force and Navy veteran officers are switching their Super OSJ affiliation.
$136M RIAs Are Affiliating With New OSJ Integrated
Recent Posts
Andree Mohr interviewed by Financial Advisor Magazine – “Helping Advisors and Accountants Thrive”- Integrated Partners has a new face in its C-suite. Andree Mohr was promoted to serve as president, effective in late April.
- Integrated Partners Snags $185M New Hampshire Team From Ameriprise – wealthmanagement.com
- Integrated Partners and Wright, Ford, Young & Co. Team up to Unveil WFY Wealth Management – businesswire.com
- Integrated Partners reports milestone year, with $3B in assets added in 2023 – investmentnews.com
