Tag : Tom Halloran

Cetera Welcomes Former Commonwealth Advisor John Fitzgerald, Overseeing Approximately $185 Million in AUA
Finance Fintech News

Cetera Welcomes Former Commonwealth Advisor John Fitzgerald, Overseeing Approximately $185 Million in AUA

PR Newswire
by PR Newswire0
Relationship-focused Vineland, New Jersey practice begins its next chapter of growth within Summit Financial Networks at Cetera Cetera welcomes financial advisor John Fitzgerald and his Fitzgerald Financial Group team, including financial professionals Doug Kramer, CFP® and Gary Bolno, and assistant Tatyana Shevchuk. The tight-knit team serves roughly 400 households, more......
Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA
Finance Fintech News

Cetera Welcomes Former Commonwealth Advisors Jim Tucker, Patrick Bria and Their Team Overseeing Approximately $420 Million in AUA

PR Newswire
by PR Newswire0
After building their businesses over two decades, the advisors chose Cetera’s Summit community for its high-touch service, flexibility and commitment to helping advisors operate their way Cetera welcomes financial advisors Jim Tucker, CFP®, CRPS®, and Patrick Bria, and the Tucker Bria Wealth Strategies team overseeing approximately $420 million in AUA1.......
Cetera Welcomes Veteran Advisor Shawn Longley and His Ledgevest Financial Team with Approximately $205 Million in AUA
Finance News

Cetera Welcomes Veteran Advisor Shawn Longley and His Ledgevest Financial Team with Approximately $205 Million in AUA

PR Newswire
by PR Newswire0
Team joins from Wells Fargo seeking strong technology, advisor flexibility and growth resources Cetera welcomes financial advisor Shawn Longley, who joined Cetera from Wells Fargo Advisors Financial Network where he had been affiliated for 17 years. Based in Fond du Lac, Wisconsin, Longley and his team oversee approximately $205 million......
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