Tagged: Financial Advisors

New wealth management offering to be led by Kris Lindley, CFP The partnership is the latest union of financial specialists to launch under the Integrated CPA Alliance™ Source: Integrated Partners and Duffy Kruspodin, LLP Align to Create DK Wealth Management, LLC

Integrated Partners added a family office practice eyeing wirehouse breakaways as part of a dozen recruiting grabs for the No. 1 IBD and its OSJs. Source: LPL Financial OSJ Integrated adds financial advisors | Financial Planning