Tom Payant has been in the industry since 1977, when he registered with CG Equity Sales Co., according to his BrokerCheck record. He has also been registered with Travelers Equities Sales, American ...
Those who have taken the time to produce this audio, and sometimes video, content say it's a valuable way to connect to prospects, clients and others in the industry.
He found out he’d be getting the job just one day before the firm announced, in October, the firing of company veteran Dan Arnold for cause – and without payment of severance or outstanding equity ...
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...
LPL Financial welcomes a $345 million investment and planning team from Ameriprise as RayJay's employee advisor arm adds a ...
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...
Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 ...
Founded in 1985 and majority-owned by private equity shops Oak Hill Capital, Genstar Capital and Altas Partners, Denver-based Mercer says it had more than 1,220 employees managing a total of $69 ...
Alisa Maute joins Mercer Advisors as head of client development to lead and scale its high-performing client development ...
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...
Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology ...