Deals Of The Day: The Latest In Wealth Management M&A – Advisor Group

Editorial Staff

23 August 2022

Advisor Group, a US network of wealth management firms, has recruited a $203 million AuM firm, based in Massachusetts, to its embrace.

Joining Advisor Group is Wealth Management Resource Group, which previously worked with Securian Financial Services. The business is led by Brian Falconer and a team of 16 registered representatives joining its platform.

Falconer, based in Braintree, Massachusetts, is joining Advisor Group through member firm SagePoint Financial. Falconer began his career as a financial services representative for New England Financial, where he served in leadership positions of increasing responsibility.

Advisor Group's network of firms also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors and Woodbury Financial Services.