Valerie Brown

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  SCF Lures Walnut Street Team of 4 Advisors

  By Janet Levaux, AdvisorOne  |  May 17, 2013

  The move puts the Fresno-based independent broker-dealer at more than $1 billion in affilated client assets and 140 advisors.

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  The 2013 IA 25 Special Report

  By Editorial Staff  |  April 29, 2013

  With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Cetera Buying Fellow IBDs Tower Square, Walnut Street From MetLife

  By James J. Green, AdvisorOne  |  April 5, 2013

  With the addition of 800-plus MetLife independent reps, the Cetera BD network will comprise 7,000 advisors managing $130 billion in assets.

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  Cetera’s Barnaby Grist Leaving BD to Care for Family

  By John Sullivan, AdvisorOne  |  March 26, 2013

  Barnaby Grist, EVP of wealth management, preached that health and family come first to his team at Cetera, and now he’s putting the belief into practice.

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  FSI Adds 500 New Members

  By John Sullivan, AdvisorOne  |  January 15, 2013

  Cetera Financial Services, run by Valerie Brown, and IEP Financial announced that 500 of their affiliated financial advisors are now new FSI members.

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  Slow and Steady Wins the Reg

  By John Sullivan, AdvisorOne  |  December 21, 2012

  In 2013, FSI’s main priorities will be engaging politicians on relevant regulations and legislation, like the DOL's fiduciary rule, BDs’ independent contractor status as well as certain provisions of Dodd-Frank.

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  FSI Adds to Board, ‘Strengthens Focus’ on Small Broker-Dealers

  By John Sullivan, AdvisorOne  |  December 3, 2012

  The cavalry is coming. Advocacy organization announces three new members to its board and a renewed commitment to small and mid-size broker-dealers.

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  Cetera Rebrands Its Four BDs

  By Marlene Y. Satter, AdvisorOne  |  September 4, 2012

  Cetera Financial Group announced Tuesday that it was embarking on a unified rebranding that would change the names of its four broker-dealers, but would “not change the way Cetera and its firms operate.”

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  Cetera Completes Genworth Financial Acquisition

  By John Sullivan, AdvisorOne  |  April 4, 2012

  Cetera Financial Group, the renamed and rebranded broker-dealer group once owned by ING and now owned by the private equity firm Lightyear Capital, announced on Monday that it has completed the acquisition of Genworth Financial Investment Services.