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But finding a financial advisor near you isn’t always easy. Simply typing “financial advisor near me” into Google may net a slew of results — maybe too many results. The thought of ...
In February 2013, Victory Capital partnered with Crestview Partners to complete a management buyout from KeyCorp for $246 million to become an independent firm. The sale included its broker-dealer affiliate, Victory Capital Advisers. At the time it had $22 billion in assets under management. [10] [11]
A financial advisor can help with various aspects of your financial life, ranging from budgeting and saving for retirement to managing an investment portfolio or estate planning. Many of these ...
In 2012, Franks and three partners launched Snowden Capital Advisors, an independent RIA wealth management firm. [9] The firm reached $1B assets under management in 2014. [ 10 ] In 2015 and 2016, the firm was named one of the top 300 RIA's in the country by the Financial Times . [ 11 ]
Bob Deitrick is an American author and the principal owner of Polaris Financial Partners, LLC in Westerville, Ohio. [1] He has appeared on numerous local and national television networks discussing various financial and political topics and he has appeared on the Fox Business Network discussing the results of his book Bulls Bears and the Ballot Box co-written with Lew Goldfarb.
Western & Southern Financial Group, also commonly referred to as Western & Southern, is the Cincinnati, Ohio-based parent company of a diversified group of financial services subsidiaries with $112.2 billion in assets owned and managed as of Dec. 31, 2023. [2]
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