Joel Marks

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  AIG’s Advisor Group Wraps Up Woodbury Purchase

  By Janet Levaux, AdvisorOne  |  December 3, 2012

  The combined IBD will have roughly 6,000 advisors with some $125 billion in assets.

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  Commonwealth’s Bloom on Acquisitions: Firm Is Open, but Cautious

  By Janet Levaux, AdvisorOne  |  November 5, 2012

  The independent broker-dealer's CEO says the firm is quite strict about what types of advisors and business it wants to add as it moves toward becoming a $1 billion firm.

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  First Allied to Buy Legend Group

  By Janet Levaux, AdvisorOne  |  November 1, 2012

  The combined entity could have up to 1,500 advisors and some $30 billion in assets, after the deal with Waddell & Reed is finished.

• Advanced Equities Rolls Out NextGen, Hires Gregg

  By Janet Levaux, AdvisorOne  |  October 1, 2007

  Advanced Equities is making quite a promise to its advisors. "People think we're crazy," says Joel Marks, the company's COO. "But we think it works." New...

• Aligning With Their Reps

  By James J. Green, AdvisorOne  |  June 1, 2007

  "The best way to grow our business is to help our advisors grow theirs," says Joel Marks, referring to the reps of Advanced Equities Financial...