Colorado-based RIA Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, Tennessee-headquartered investment advisory company Financial Partners Group (FPG) for an undisclosed sum.
DENVER, February 06, 2025--(BUSINESS WIRE)--Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA ...
DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA®, CAIA℠, to the ...
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...
Industry veteran joins $69 billion RIA to lead and scale its high-performing client development teams Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser ...
Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 billion RIA.
DENVER, February 06, 2025--(BUSINESS WIRE)--Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA®, CAIA℠, ...
GlobalData on MSN6d
Mercer Advisors acquires Tennessee’s Financial Partners GroupColorado-based RIA Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, Tennessee-headquartered investment ...
Denver RIA acquirer Mercer Global Advisors has announced the acquisition of Financial Partners Group, a Tennessee practice managing $660 million in client assets, according to a press release.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback