Atria Wealth Solutions reposted this
We’re painting the streets of downtown San Diego with the colors of CFS/SPF and LPL Financial at #ENGAGE2024! #wealthmanagement Sorrento Pacific Financial
Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.
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New York , New York 10017, US
Atria Wealth Solutions reposted this
We’re painting the streets of downtown San Diego with the colors of CFS/SPF and LPL Financial at #ENGAGE2024! #wealthmanagement Sorrento Pacific Financial
We had a wild start to our annual conference for our Financial Institutions Channel! #ENGAGE2024 CUSO Financial Services Sorrento Pacific Financial #wealthmanagement
#ENGAGE2024 roared to life with a full day at the San Diego Zoo! Our annual conference continues today on the mainstage with tons of great insight, strategies and opportunities to connect. #atriawealthsolutions #wealthmanagement
Happy Independence Day! We hope you take some time today to rest or gather with friends and family, and to remember the significance of a day like this and the freedoms that come with it. #FourthofJuly #independenceday #wealthmanagement
Proudly embracing the colors of diversity and inclusion! Let's stand united in support, championing equal rights for all. #Pridemonth
Helping financial professionals succeed is just our nature. #earthday #financialadvice #wealthmanagement
Just wrapped day one of business sessions at the 2024 Recognition Club Conference. The LPL Financial value proposition is jaw dropping and we're only halfway through our agenda.
A great start to the Recognition Club Conference. Celebrating the success of our independent channel financial professionals under the stars and on the shores of St. Thomas. #wealthmanagement #celebration #partnership
Atria Wealth Solutions reposted this
Special thanks to this talented team whose efforts made the Gold Pacesetters Conference possible! Their contributions behind the scenes were invaluable, and we couldn't have pulled it off without them. Brandon Pane, Clara Peterson, Brian Boring, "Crash" Gordon P., Shawn Brown, Sherwin Williams, CJ Bones and our photographer, Chris Banks. #teamwork