Team with $240 million in assets joins Arkadios from Securities America
WhiteStone Wealth Management Management is based in San Antonio, Texas.
A wealth management firm that managed more than $240 million in assets at Securities America has joined hybrid broker-dealer Arkadios Capital.
Patrick Lynch III and Steve J. Markey founded San Antonio, Texas-based WhiteStone Wealth Management in 2005. The firm works with more than 200 households.
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