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CAPTRUST Welcomes Tampa-based CapTrust Advisors - PR Newswire (press release)
CapTrust opened in Tampa in 1998 and, together with CAPTRUST, was part of a larger CapTrust organization headquartered in Charlotte , NC . After many ... CAPTRUST Financial Advisors is an independent investment research and fee -based advisory firm.

I hate spending money but pay $450 a year for a credit card—here's why - CNBC
I will say that $4,000 in three months is more than I would typically spend, and any financial advisor will warn against overspending just to lock in a credit card signup bonus. I worked around this by putting big group tabs on the card when my friends.

Vanguard's $4 trillion man: can new boss rake in more cash? - Charlotte Observer
But Buckley, Vanguard Group's new president, confronts something that founder Jack Bogle never did back in his prime: a world in which cheap market-tracking index funds are everywhere. Buckley, 48, was tapped late Thursday to run the world's&nbsp.

Gary Vassalotti
Gary Vassalotti is the owner and founder of VIMCOR. VIMCOR is a registered investment advisor in the state of Pennsylvania. They offer discretionary, advisory only, and small client ... and Gary was transferred to Charlotte, NC to continue working in.

Meet the human behind the robo - BenefitsPro
Just a couple of years out of college, the millennial Certified Financial Planner and Certified Public Accountant was part of a Charlotte , N.C. -based five-person boutique RIA that managed $1.3 billion in assets. Oakley himself ran a $100 million fee.

Term Sheet -- Monday, May 22 - Fortune
IF YOU PAY ATTENTION only to statistics, the technology industry is stronger than ever: Profits are surging, tech stocks are up 17.4% this year, and the industry's products are used by more people than ever to do more things than ever. .... National.

How Does Every NFL Owner Rank as a Businessperson? - Fortune
Allen bought the Seahawks in 1997, when the team's former owner was threatening to move the NFL franchise, paying only $194 million for a team that Forbes now values at $2.4 billion. The NFL team has been on a roll on the field, as well, with five.

Multiple Life Insurance Policies and You
That brings up the question, could you have multiple life insurance policies ... Financial in Charlotte, North Carolina, felt all of the advice was on the right track, but brought up yet another important aspect of life insurance. The financial advisor.

Concord woman appointed to state community college board - Independent Tribune
Benbow is a practicing attorney at Moretz & Skufca and previously managed intellectual property at UNC Charlotte . She has been named one of Charlotte USA's 20 Most Dynamic Women by USAir, one of Charlotte's 50 Most Influential Women, and a&nbsp.

Financial Planning Firms - Charlotte Business Journal
Subscribe to the Charlotte Business Journal. $101 One Year ... registering as investment adviser. 5 Registered representatives, financial advisors and wealth management advisors are independent contractors who are compensated by commissions and fees.

Deloitte Corporate Finance LLC Advises Nationwide Mutual Insurance Company in its Purchase of Jefferson National - PR Newswire (press release)
CHARLOTTE , N.C. , May 10, 2017 /PRNewswire/ -- Deloitte Corporate Finance LLC acted as the exclusive financial advisor to Nationwide Mutual Insurance Company, one of the largest providers of insurance and financial services products in the U.S., in its.

Brightworth, McGill Advisors Merge, Create $2.9 Billion RIA - Financial Advisor Magazine
Atlanta-based Brightworth has agreed to merge with McGill Advisors of Charlotte , N.C. , to form one of the largest RIA firms in the Southeast. The transaction is expected to close in late June. The combined firm will have about 1,250 clients, 17.

Bank Of America Is Just Getting Started - Seeking Alpha
Bank of America's Market Cap Just Passed Its All-Time High Motley Fool.


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