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Monthly Archives: May 2018

Joining an Independent Broker-Dealer Can Strengthen Financial Advisors’ Capabilities, Help to Improve Client Service by Eric P. Zeitlin

Posted May 24, 2018

Gone are the days when large, institutional banks and wirehouses were the only ones with pockets deep enough to arm financial advisors with the tools needed to attract and retain wealthy clients. Today, registered investment advisors (RIAs) and wealth-management firms that align with independent broker-dealers (IBDs) have access to a wide array of customizable strategies […]

Jamel Gordon Joins Provenance Wealth Advisors

Posted May 9, 2018

FT. LAUDERDALE, FL – May 9, 2018 – Jamel Gordon has joined Provenance Wealth Advisors as a financial advisor based in the firm’s Ft. Lauderdale office.  Gordon offers financial planning consulting services to entrepreneurs, business owners and high-net-worth families and individuals. He has specialized experience in financial planning for professional athletes and entertainers. “Jamel adds […]

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