A woman-led three-adviser team managing $244 million at Wells Fargo Advisors in Grand Junction, Colorado has joined D.A. Davidson.
The Squier and Martinez Financial Management Group is headed by Cheryl Squier and includes Brooke Martinez and Clay Squier. They have opened Davidson’s first office in Grand Junction.
Cheryl Squier has 29 years of experience, according to her BrokerCheck report, and had been at Wells Fargo since 2011.
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
