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By Janet Levaux, AdvisorOne |
March 25, 2011
While it has mainly hired Morgan Stanley and Wells Fargo FAs recently, Biard would consider Securities America and other independent advisors
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By Janet Levaux, AdvisorOne |
March 25, 2011
While Baird has lately hired Morgan Stanley and Wells Fargo FAs, Baird's Matt Curley would consider Securities America and other independent advisors.
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By Janet Levaux, AdvisorOne |
August 25, 2010
By adding teams in Charleston, S.C., and Fort Worth, Texas, Baird's wealth-management operations stand to gain about $1.3 billion in client assets.
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By Janet Levaux, AdvisorOne |
April 12, 2010
Perez has 29 years of industry experience, 23 of which were in branch-management roles at Smith Barney, Shearson Lehman Brothers and E.F. Hutton in Oregon and Northern California.