Media
Media
Media Highlights
Financial Advisor Melissa Cournyer Joins Integrated Partners’ Seattle Office – Cournyer’s $90M book of business brings konvergent Wealth Partners to over $200M in assets under management • konvergent operates under the RIA-only model within the Integrated advisory ecosystem, using Fidelity as its custody partner
Three Cords Wealth Management Advisors Selects Integrated Partners – $200M Houston, TX, team is the latest financial advisory group to adopt Integrated’s national registered investment advisory model
Integrated Partners and Duffy Kruspodin, LLP Align to Create DK Wealth Management, LLC
Reflections of a Top Financial CEO’s Executive Assistant | wealthmanagement.com
Uncivil War: States Wage Campaign Against SEC Over Fiduciary Standards | RIAIntel
Integrated Adds New Jersey Advisor, Breaking $7 Billion in AUM
Integrated Partners to eclipse $7bn with addition of Merrill breakaway | Citywire
Ex-NFL, Ohio State Players Tackle New Advisor Roles | ThinkAdvisor
LPL Financial OSJ Integrated adds financial advisors | Financial Planning
Integrated Partners Designated by the Massachusetts Society of CPAs as a Corporate Partner in Financial Services
Integrated Partners picks up an Ameriprise team | ThinkAdvisor
