Team managing $1.5 billion at UBS creates hybrid
Eleven-person Venture Visionary Partners is based in Toledo, Ohio
A team led by Craig Findley, which managed $1.5 billion at UBS in Toledo, Ohio, has formed Venture Visionary Partners.
The RIA, which has 11 professionals, will use Schwab as its custodian, Purshe Kaplan Sterling Investments as its broker-dealer and Dynasty Financial Partners' operating and turnkey
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