Oklahoma-based financial advisors John “David” Veitch and his son Drew are joining Raymond James’ employee advisor channel, designed for breakaways from wirehouses.
MacKillop, a pioneer of flat-fee asset management, said the work of integrating First Ascent into GeoWealth is done, and he's looking for his next professional endeavor.
Join the CEO and CMO of FMT Solutions on January 28th for an exclusive webinar packed with actionable strategies and insights to cut through the clutter, accelerate trust-building, and revolutionize your prospecting approach, helping to set your practice apart.
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