Registered investment advisory firm Concert Wealth Management is getting set to hire about 40 new financial advisors this year following its hiring of veteran Merrill Lynch financial advisor Brad Stratton earlier this month.
Concert Global, a holding company that includes the firm’s wealth management business, was founded in 2006 by current Chief Executive Felipe Luna and his wife. The inspiration, Luna said in an interview with On Wall Street this week, was getting away from major Wall Street firms. From the firm’s success in hiring so far, Luna said he sees more professionals who share that sentiment.
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