Cetera’s TRPG Lands $185M Parrott Wealth in Austin, TX
Sep 25, 2024 · Cetera’s employee-based RIA, The Retirement Planning Group (TRPG), announced its acquisition of Parrott Wealth Management, in a press release published …
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Cetera’s TRPG Lands $185M Parrott Wealth In Austin, TX
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Sep 25, 2024 · Cetera’s employee-based RIA, The Retirement Planning Group (TRPG), announced its acquisition of Parrott Wealth Management, in a press release published …
dakota.com
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Cetera-owned TRPG Buys $185m Texas Firm - Citywire
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Sep 27, 2024 · The Retirement Planning Group has acquired Parrott Wealth Management, a three-person, $185m team based in Austin. Region: ... (TRPG) — a fee-only RIA owned by …
citywire.com
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Cetera's Employee RIA Hits $2.6B Milestone With Parrott Wealth ...
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Sep 24, 2024 · William Parrott, founder and head of Parrott Wealth Management. The Retirement Planning Group's fourth deal for 2024 adds nearly $200M in AUM with veteran-led practice in …
investmentnews.com
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The Retirement Planning Group Acquires Parrott Wealth …
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Sep 24, 2024 · The Retirement Planning Group Acquires Parrott Wealth Management. ... CFP®, the firm manages approximately $185 million in assets under management, as of December …
comtex.com
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The Retirement Planning Group Acquires Parrott Wealth …
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Led by William Parrott, CFP®, the firm manages approximately $185 million in assets under management, as of December 31, 2023, and is based in Austin, TX. Through the acquisition, …
yahoo.com
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The Retirement Planning Group Acquires Parrott Wealth
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As of June 2024, TRPG had approximately $2.6 billion in assets under management. Parrott, based in Austin, Texas, is a wealth management firm that provides investment management, …
sewkis.com
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The Retirement Planning Group Acquires Parrott Wealth …
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Sep 24, 2024 · Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group. …
qubemark.com
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The Retirement Planning Group Acquires Parrott Wealth …
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Sep 24, 2024 · Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group
victoriaadvocate.com
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RIA Roundup: Dynasty Names Tim Oden Chief Growth Officer
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Sep 27, 2024 · Cetera-Owned TRPG Adds $185M Firm The Retirement Planning Group, a $2.6 billion RIA in the southern Kansas City suburbs, has acquired Parrott Wealth Management, an …
wealthmanagement.com
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Cetera’s Avantax Adds Nine Teams Managing $390M
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Jan 18, 2024 · Cetera Financial Group’s subsidiary RIA Avantax Wealth Management has made a series of advisor recruitments, adding approximately $390M in combined AUA. ... Cetera’s …
dakota.com
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$231M AUA Allwealth Planning Joins Cetera's Summit Financial …
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Jul 29, 2024 · Cetera’s TRPG Lands $185M Parrott Wealth in Austin, TX . September 25, 2024 . Southshore Wealth Management Joins Cetera . July 29, 2024 . The Database For Cold …
dakota.com
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Camco Makes $185M First Close On Africa Renewable Energy Debt …
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Jan 19, 2023 · Cetera’s TRPG Lands $185M Parrott Wealth in Austin, TX . September 25, 2024 . San Francisco ERS Commits $185 to Alternatives . January 19, 2023 . Arizona Retirement …
dakota.com
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