World Insurance Associates buys Pensionmark Financial Group
Pensionmark, an RIA and retirement consultant that supports more than $80 billion in assets, is headquartered in Santa Barbara, California.
World Insurance Associates agreed to acquire Pensionmark Financial Group, a retirement and financial planning registered investment adviser supporting more than $80 billion in assets.
Financial terms of the transaction were not disclosed.
The transaction includes Pensionmark’s Advisor Suppor
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