Three registered representatives who collectively advised on more than $200 million in assets at their former firms have joined Virginia Asset Group, a regional investment firm headquartered in Virginia Beach, Virginia.
Bruce McCook managed about $60 million at VCB Financial Group in Richmond, Virginia. Ed Pittman managed $120 million at VCB Financial Group in Northern Neck, Virginia and is now based in the Virginia Asset Group’s White Stone office. Tom Russell joined the firm from Merrill Lynch in Hunt Valley, Maryland.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL
Celebrity endorsements, $500M in claimed assets, and a state regulator stepping in.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
