The Callot Wealth Management Group is led by David Callot, a Paramus, N.J.-based advisor who spent more than 30 years with the wirehouse before moving to RBC.
Effective immediately, Prime Capital Investment Advisors will become Prime Capital Financial, while Pensionmark rebrands to World Investment Advisors, a nod to its parent company.
Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.
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