Concurrent Acquires WealthEngage Advisory Team
May 19, 2020
Concurrent, an advisor-owned partnership affiliated with Raymond James, has acquired the WealthEngage advisory team led by founder Eddy Augsten. Eddy Augsten and Andrew Gartrell will join Concurrent in senior roles to support practice management and accelerate growth for independent advisors.
- Buyers
- Concurrent
- Targets
- WealthEngage
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Buyout
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