Creative Planning paves multilane road for old United Capital advisors
Peter Mallouk of Creative Planning
'We’ll wind up with two completely separate RIAs,' says Creative Planning CEO Peter Mallouk.
Creative Planning CEO and president Peter Mallouk said the giant registered investment advisor with $245 billion in client assets is building three lanes for the several hundred financial advisors and staff at the newly acquired RIA Personal Financial Management to allow them to move comfortably to
Learn more about reprints and licensing for this article.
