Wealth and Asset Management
New Jersey $270M team sets up new wealth firm with LPL
A financial advisor and two of his former interns have established a new independent practice in New Jersey. Roger Relucio, CFP, CRPC, has spent more than a decade building a team of specialists including those who joined an internship program he created. Pasqualino “Pat” Ruffa, CFP, CRPC, and David Kraus,…
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