The Albany Group
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Latest The Albany Group News
Oct 13, 2022
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Beau Jones, Chris Story, Taylor Roberts and Joseph Montgomery have launched an Alabama-based independent practice, The Albany Group, through affiliation with LPL Strategic Wealth Services, a “wirehouse breakaway solution” for advisors seeking autonomy. The Albany Group reportedly serve approximately $375 million in advisory, […] The post Former Raymond James Advisors Launch Independent Practice through LPL appeared first on The DI Wire.
The Albany Group Acquisitions
1 Acquisition
The Albany Group acquired 1 company. Their latest acquisition was eWork on March 08, 2007.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
3/8/2007 | Other Venture Capital | $11.2M | Acquired |
Date | 3/8/2007 |
|---|---|
Investment Stage | Other Venture Capital |
Companies | |
Valuation | |
Total Funding | $11.2M |
Note | Acquired |
Sources |
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