An advisor managing $65 million in client assets left D.A. Davidson to join ICM Private Client Group, an independent firm affiliated with SagePoint Financial.

Advisor Brandon Cass joined the firm's office in Carlsbad, Calif., a seaside city about 30 minutes north of San Diego.

Cass started his advisory career in 2005 at Crowell Wheedon, a regional broker-dealer that was acquired in 2013 by D.A. Davidson. In a statement he said he made the move in part because of SagePoint's technology offerings.

Phoenix-based SagePoint has about 1,700 affiliated advisors managing more than $25 billion in assets.

Read more:

 

Register or login for access to this item and much more

All On Wall Street content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access