Home Financial Advisor Ex-Cetera Group With $337M In Consumer Belongings Joins RBC in Tennessee

Ex-Cetera Group With $337M In Consumer Belongings Joins RBC in Tennessee

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Ex-Cetera Group With $337M In Consumer Belongings Joins RBC in Tennessee

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A six-member staff that handles about $337 million in shopper property has exited Cetera to affix RBC Wealth Administration in Memphis, Tenn., in keeping with a information launch.


The Readability First Group contains senior vice presidents and monetary advisors Steve Anderson, Frank Lequerica and Chris Hebert; monetary advisor Justin Wright; and shopper associates Amy Smith and Heather Walker.


The staff had been with Securian Monetary Providers for about seven years when in August it transitioned to Cetera by means of acquisition. Cetera purchased Securian Monetary retail wealth enterprise, which had greater than 1,000 monetary professionals with $47.4 billion in property beneath administration and $24.8 billion in property beneath administration.


Anderson started his profession in 2006 with Northwestern Mutual Funding Providers and labored briefly for Park Avenue Securities and Raymond James & Associates earlier than becoming a member of Securian in 2016, in keeping with BrokerCheck. Lequerica began at Park Avenue in 2013 and labored at Mutual of Omaha Investor Providers earlier than becoming a member of Securian in 2016. Hebert began in 2006 at New England Securities and moved to Park Avenue in 2008 earlier than becoming a member of Securian in 2015. And Wright began at Raymond James & Associates in 2013, the place he labored for a 12 months. He registered once more in 2016 with Securian.


The staff will report back to Nat Hooker, Memphis department director. 

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