Model FA Press Releases - EIN Presswire - Press Release Distribution Service

Published on September 15, 2022 - 14:00 GMT

WealthSource Adds Insurance Solutions Arm; Chris Watson Named Director of Risk Management

WealthSource announces the addition of Chris Watson as head of its new risk management arm, WealthSource Insurance Solutions. SAN LUIS OBISPO, CA, UNITED STATES, September 15, 2022 /⁨EINPresswire.com⁩/ -- WealthSource announces the addition of Chris …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on March 3, 2022 - 14:06 GMT

WealthSource Acquires Heritage Investors, Heritage Business Advisors and Financially Simple

Three-time Investopedia “Top 100 Financial Advisor” honoree, Justin Goodbread, transitions three businesses to WealthSource as he joins the leadership team SAN LUIS OBISPO, CA, USA, March 3, 2022 /⁨EINPresswire.com⁩/ -- WealthSource Partners today …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on July 30, 2020 - 14:32 GMT

Capital Directions Is Named to the 2020 Financial Times 300 Top Registered Investment Advisors List

Capital Directions is named on the Financial Times’ FT 300 List list for 2020. The FT 300 List recognizes the nation’s top independent RIAs. ATLANTA, GEORGIA, USA, July 30, 2020 /⁨EINPresswire.com⁩/ -- Capital Directions is excited to announce its …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on June 24, 2020 - 13:56 GMT

Model FA Joins Forces with Dan Allison, Acquires Feedback Marketing Group

Model FA has joined forces with Dan Allison, Founder of the Feedback Marketing Group. Feedback Marketing Group will continue to operate under Model FA brand. AUSTIN, TX, USA, June 24, 2020 /⁨EINPresswire.com⁩/ -- Today Model FA announced that it has …

Distribution channels: Banking, Finance & Investment Industry, Insurance Industry ...

Published on February 13, 2020 - 14:22 GMT

America’s Retirement Forum Announces Free Retirement Education Classes in Columbus, Ohio

“The Road to a Tax-Savvy Retirement” is a two-night course designed to equip retiring Americans with critical tax knowledge needed for the years ahead COLUMBUS, OH, UNITED STATES, February 13, 2020 /⁨EINPresswire.com⁩/ -- America’s Retirement Forum (ARF …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on February 4, 2020 - 14:31 GMT

Model FA Acquires Financial Advisors’ Alliance, Signs David DeCelle as President

AUSTIN, TX, USA, February 4, 2020 /⁨EINPresswire.com⁩/ -- Today the Model FA announced the appointment of David DeCelle as the new president of the company. This news coincides with Model FA acquiring the Boston-based Financial Advisors’ Alliance, a …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 15, 2019 - 14:07 GMT

Real-Life “Pursuit of Happiness”: Chris Jackson Joins SurePath Wealth as Senior Wealth Advisor and Partner

In a Hollywood-worthy “rags to riches” story, Chris Jackson joins SurePath Wealth as a Senior Wealth Advisor and Partner. AUSTIN, TX, UNITED STATES, October 15, 2019 /⁨EINPresswire.com⁩/ -- SurePath Wealth is proud to announce that Chris Jackson is …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 3, 2019 - 12:40 GMT

Free Financial Advisor Niche Maps Remove Anxiety from Choosing a Specialty

The Model FA has released three proprietary Niche Maps to help reduce the risk and uncertainty associated with choosing a financial advisor niche specialty. AUSTIN, TEXAS, UNITED STATES, October 3, 2019 /⁨EINPresswire.com⁩/ -- The Model FA, a virtual …

Distribution channels: Banking, Finance & Investment Industry ...