Advisor Team with Over $525 Million in Assets Joins Ameriprise Financial for Independence and Client-Focus
Ameriprise Financial(AMP) Businesswire·2024-02-01 01:30Pacific Crest Planning加入Ameriprise Financial - Pacific Crest Planning最近加入了Ameriprise Financial的独立渠道，从RBC Capital Markets转移而来[1] - 团队选择加入Ameriprise Financial是为了获得更多的独立性和与客户为中心的机会[2] - Ameriprise Financial持续吸引经验丰富、高效的财务顾问加入，近5年有约1700名财务顾问加入[3]