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Young Advisers Build Business Quickly via Acquisitions - WSJ
www.wsj.com
4 Mar — ... for sale and 1,200 registered buyers, according to Phillip Flakes, the La Jolla, Calif., firm's co-founder and managing partner. › articles › young-advisers-build-bus...
Securities America reps see closure in settlement
www.investmentnews.com
1 guy in a group of 1,800 advisers goes, if I'm an adviser in the top 10 or top 20, I'd start asking questions,” said Phillip Flakes, managing partner at ... › securities-america-r...
Succession Link Expands to Canada and Welcomes ...
www.pressrelease.com
10 Feb — That growth confirmed our suspicions that a platform of this nature is much needed within the financial advisor community”, says Phillip Flakes, ... › news › succession-link-ex...
Wimple Closes Seed Round from Strategic Investors - Global ...
globalfintechseries.com
20 Jan — Phillip Flakes, Co-Founder and CEO of Wimple, said, “At Wimple, it is our mission to connect people with financial services professionals ... › news › wimple-closes-s...
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