Summary: CAPTRUST Financial Advisors is in the middle of finalizing its second merger since July after the firm entered into an agreement to fold Parker Carlson & Johnson Investment Management into its wealth management unit.
 The advisors of Private Wealth Alliance now have access to a multitude of resources from IFP.[This includes] direct access to seasoned advisors in wealth management and insurance, to further expand their client offerings."Dan Overbey, managing director, IFP Institutional Services and Private Wealth Alliance. |
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