Gary Kurtz and Michael Campos, solo advisers who together managed $446 million at Truist, have joined investment firm D.A. Davidson and will operate their firms from a new office in Lexington, South Carolina.
Kurtz and Campos had been with Truist and its predecessor firms for 16 years and 10 years, respectively.
They were joined in the move by three staffers.
Kurtz will operate Kurtz Wealth Management and Campos will operate Campos Wealth Strategies.
Michael Purpura, president of wealth management at D.A. Davidson, noted in a statement that this is the third location in the South that the firm has added this year.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
