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Who's Moving Where In Wealth Management? - Argent, Baird, Others

Editorial Staff

15 March 2019

Argent Trust Company
, a firm that is supported by investment advisory and RIA house LPL Financial. Triad, based in Issaquah, Washington, has a total of six advisors and manages about $100 million of client money.

The two advisors previously worked at US Bancorp Investments.