WASHINGTON WEALTH MANAGEMENT

Transcription

1 Firm: WASHINGTON WEALTH MANAGEMENT WASHINGTON WEALTH MANAGEMENT Asset Manager Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Washington Wealth Management Adds Three Former Wirehouse Advisors With Approximately $290 Million In Total Client Assets SAN DIEGO, July 20, 2015 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an independent advisor practices across the nation, today announced that wirehouse... Market Watch July 20, 2015 inappropriate or irrelevant content Washington Wealth Management Adds Three Former Wirehouse Advisors With Approximately $290 Million In Total Client Assets SAN DIEGO, July 20, 2015 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an independent advisor practices across the nation, today announced that wirehouse... Yahoo Finance July 20, 2015 inappropriate or irrelevant content Washington Wealth Management Adds An Advisor Financial advisor Matthew Griffith has joined Washington Wealth Management LLC (WWM), an independent hybrid registered investment advisor (RIA) supporting fee and commission-based independent advisor teams across the nation, Washington Wealth Management... Financial Advisor Magazine May 7, 2014

2 inappropriate or irrelevant content Washington Wealth Management Adds Two Experienced Former Wirehouse Advisors SAN DIEGO, April 10, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM or "the firm"), an independent hybrid Registered Investment Advisor (RIA) supporting fee and commissionbased independent advisor teams across the nation, today announced that... The Business Journal April 10, 2014 inappropriate or irrelevant content Washington Wealth Adds $180M Reps Washington Wealth Management, an independent hybrid RIA, said Thursday that it added two advisors to its operations in Salt Lake City. Advisors Eddie Barber and Russ Tobler are now affiliated independent advisors, after departing from RBC Wealth Management... Think Advisor December 4, 2014 inappropriate or irrelevant content Former Legg Mason Director of Wealth Management Joins Middleburg Wealth Management MIDDLEBURG, Va., Oct. 6, 2014 (GLOBE NEWSWIRE) -- Middleburg Wealth Management (MWM), a member of Washington Wealth Management LLC, is pleased to announce that William M. Francavilla, CFP, has joined the firm as Director of Wealth Management. Mr... GlobeNewswire October 6, 2014 inappropriate or irrelevant content MOVES- Citigroup, Washington Wealth Management, StanChart industry appointments were announced on Tuesday. To inform us of other job changes, moves@thomsonreuters.com. CITIGROUP The chief financial officer of the bank's Institutional Clients Group division, Jerry Bailey, is retiring and will be replaced by...

3 Yahoo News Singapore July 29, 2014 inappropriate or irrelevant content Washington Wealth Management Adds Advisor Washington Wealth Management has recruited veteran wirehouse advisor Nadia Dickinson. Dickinson has 30 years of industry experience and manages approximately $100 million in client assets. Her newly formed Lancaster, Calif.-based practice, Dickinson Graham... Financial Advisor Magazine November 6, 2014 inappropriate or irrelevant content Washington Wealth Management Announces Addition Of Two Successful Former Wirehouse Advisors In Salt Lake City, Utah SAN DIEGO, Sept. 17, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an independent advisor practices across the nation, today announced that veteran... Yahoo Finance September 17, 2014 inappropriate or irrelevant content Washington Wealth Management Adds Two Experienced Former Wirehouse Advisors SAN DIEGO, April 10, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM or "the firm"), an independent hybrid Registered Investment Advisor (RIA) supporting fee and commissionbased independent advisor teams across the nation, today announced that... The Street April 10, 2014 inappropriate or irrelevant content NFP Buys Up Hybrid RIA In California

4 NFP Advisor Services Group expanded its reach in the independent advisor space on Wednesday when it acquired Washington Wealth Management, a hybrid RIA firm based in California. In Wednesday s deal, NFP gains the San Diego-based firm s 10 advisor teams... Wealth Management March 12, 2014 inappropriate or irrelevant content Former Legg Mason Director of Wealth Management Joins Middleburg Wealth Management Securities offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Investment Advisory Services offered through Washington Wealth Management. Middleburg Wealth Management is a member of Washington Wealth Management, an affiliate of NFPAS. StreetInsider October 6, 2014 inappropriate or irrelevant content Gunning for Better Returns In Defense Stocks Investors should be positioned to benefit from both. Rob Bartenstein is CEO of Washington Wealth Management, an independent registered investment advisor based in San Diego, Calif., and a former enlisted soldier in the U.S. Army. Forbes November 5, 2013 inappropriate or irrelevant content Washington Wealth, now part of the LPL OSJ realm, annexes a $220-million-AUA team in Seattleland Brooke s Note: Washington Wealth is a breakaway landing pad that s distinguished itself by emphasizing branch managers and by switching over to LPL s hybrid program... affiliate of San Diego-based Washington Wealth Management LLC, a registered... RIA Biz August 27, 2013 inappropriate or irrelevant content

5 Washington Wealth Management Announces Addition of Experienced Former Wirehouse Advisor in San Diego Office SAN DIEGO, May 5, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an independent advisor teams across the nation, today announced that former wirehouse... Market Watch May 5, 2014 inappropriate or irrelevant content Washington Wealth Management Adds Two Former Wirehouse Advisors Across Two Coasts with Approximately $200 Million in Total Client Assets SAN DIEGO, July 29, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM or "the firm"), an independent hybrid Registered Investment Advisor (RIA) supporting fee and commissionbased independent advisor practices across the nation, today announced... Insurance News Net July 29, 2014 inappropriate or irrelevant content New Hire Roundup: LPL Financial Welcomes Lochan Symmetry Names John McDermott Chief Investment Strategist Symmetry Partners LLC announced Monday that John McDermott, Ph.D., has become chief investment strategist of Symmetry. Previously an academic affiliate of the firm, McDermott now leads Symmetry s... Think Advisor January 9, 2013 inappropriate or irrelevant content Former MSSB exec powers up Washington Wealth Management as branchmanager franchise Elizabeth s note: The Washington in Washington Wealth Management refers not to the nation s capital, but to the man himself: George. I wondered if CEO Tony Sirianni had consulted some branding expert or management guru to pick the name, but it turns...

6 RIA Biz November 3, 2011 inappropriate or irrelevant content Washington Wealth Continues Fast Growth Washington Wealth Management LLC, a San Diego based investment advisory firm, said it recruited two West Coast investment adviser groups to its platform: California Wealth Transitions and Overlake Partners. The addition of the two firms brings WWM s... San Diego Business Journal December 6, 2012 inappropriate or irrelevant content Washington Wealth Management Closes In On $1 Billion in AUM Washington Wealth Management, a breakaway RIA founded last December, continued its explosive growth by acquiring its third breakaway advisor in just the past three weeks, bringing it ever closer to $1 billion in AUM. To continue, please sign in or become a... Financial Planning December 14, 2011 inappropriate or irrelevant content Washington Wealth Management Adds Former Merrill Lynch Advisor Washington Wealth Management LLC (WWM), an independent hybrid registered investment advisor (RIA) supporting fee and commission-based independent advisor practices across the nation, announced the addition of former Merrill Lynch wirehouse advisor and... TMCnet.com November 16, 2015 inappropriate or irrelevant content Washington Wealth Management Announces Addition Of Former Wirehouse Advisor With Approximately $100 Million In Total Client Assets SAN DIEGO, Nov. 6, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an

7 independent advisor practices across the nation, today announced that veteran... Yahoo Finance November 6, 2014 inappropriate or irrelevant content Startup Washington Wealth Management snags MSSB big John Simmons Washington Wealth Management LLC, an independent RIA firm launched in December, has hired veteran wirehouse branch manager John Simmons to serve as president and to open up a West Coast office for the Middleburg, Va.- based firm. Mr. Simmons formerly... Investment News May 24, 2011 inappropriate or irrelevant content Most Americans Don't Even Know The Basics Of Retiring A Coalition Wants More Regulation For Financial Planners (Financial Advisor Magazine... Washington Wealth Poached Two RBC Advisors (Financial Planning) "Washington Wealth Management has poached another pair of RBC advisors one other nearby... The Business Insider December 4, 2014 inappropriate or irrelevant content Performance Trust Taps Chief Financial Strategist Eric Meier Prior to joining Performance Trust, Meier previously held senior leadership positions as CFO and COO of Washington Wealth Management LLC, headquartered in San Diego, California. Before moving out west, Meier was Managing Director and COO of TransMarket... Chicago Tribune November 12, 2015 inappropriate or irrelevant content Washington Wealth Management Adds Former Merrill Lynch Advisor

8 SAN DIEGO--(BUSINESS WIRE)--Washington Wealth Management LLC (WWM), an independent hybrid registered investment advisor (RIA) supporting fee and commission-based independent advisor practices across the nation, announced the addition of former Merrill... Business Wire November 16, 2015 inappropriate or irrelevant content Former Legg Mason Director of Wealth Management Joins Middleburg Wealth Management Middleburg Wealth Management (MWM), a member of Washington Wealth Management LLC, is pleased to announce that William M. Francavilla, CFP, has joined the firm as Director of Wealth Management. Mr. Francavilla, a former Director of Wealth Management... Market Watch October 6, 2014 inappropriate or irrelevant content NFP Names Pedlow Chief Compliance Officer Pedlow previously served as vice president and investment advisory compliance officer for NFP, Additionally, he serves as chief compliance officer of NFP-affiliate Washington Wealth Management. Prior to joining NFP, he supervised RIA compliance programs... Financial Advisor Magazine June 23, 2015 inappropriate or irrelevant content New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology Officer Also, Michael Kreps rejoined Groom Law Group; Moira Lowe moved up at Saybrus Partners; Geoffrey Seeto joined New Forests; NFP Advisor Services promoted Mike Pedlow; and Jenna Guenther moved up at Ascent Private Capital Management. Advisor Software has... Think Advisor June 23, 2015 inappropriate or irrelevant content

9 NFP Advisor Services Names Chief Compliance Officer Additionally, he serves as the CCO of Washington Wealth Management LLC, an affiliate of NFP Advisor Services that also operates a recruiting platform for advisers transitioning to the independent model from wirehouses. Before joining NFP Advisor Services... planadviser.com June 22, 2015 inappropriate or irrelevant content NFP Advisor Services Promotes Mike Pedlow to Chief Compliance Officer Mr. Pedlow has over 15 years of experience in the financial services industry. Additionally, he serves as the CCO of Washington Wealth Management, LLC, an affiliate of NFP Advisor Services and premier recruiting platform for advisors transitioning from... Market Watch June 22, 2015 inappropriate or irrelevant content NFP acquires Washington Wealth Management Washington Wealth Management also gains access to NFP's expertise in benefits and insurance, which could help the firm's advisers to expand offerings to clients and move into new areas, Mr. Bartenstein said. Our clients have needs in the insurance and... Investment News March 12, 2014 inappropriate or irrelevant content Washington Wealth Management Adds Two Former Wirehouse Advisors With Approximately $180 Million In Total Assets Under Advisement SAN DIEGO, Dec. 4, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an independent advisor practices across the nation, today announced that former... Yahoo Finance December 4, 2014

10 inappropriate or irrelevant content Washington Wealth Management Adds Two Experienced Former Wirehouse Advisors SAN DIEGO, April 10, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM or "the firm"), an independent hybrid Registered Investment Advisor (RIA) supporting fee and commissionbased independent advisor teams across the nation, today announced that... Insurance News Net April 10, 2014 inappropriate or irrelevant content ON THE MOVE-Former Morgan Stanley adviser joins Washington Wealth Management Michael Lee left Morgan Stanley to join Washington Wealth Management's boutique independent firm Pacilio Wealth Management in early July. While at Morgan Stanley, Lee managed $130 million in client assets. A spokeswoman for Morgan Stanley confirmed Lee... Reuters July 29, 2014 inappropriate or irrelevant content Washington Wealth Management Announces Addition Of Two Successful Former Wirehouse Advisors In Salt Lake City, Utah SAN DIEGO, Sept. 17, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an independent advisor practices across the nation, today announced that veteran... The Business Journal September 17, 2014 inappropriate or irrelevant content Washington Wealth Management Announces Addition Of Experienced Former Wirehouse Advisor In San Diego Office

11 SAN DIEGO, May 5, 2014 /PRNewswire/ -- Washington Wealth Management LLC (WWM), an independent advisor teams across the nation, today announced that former wirehouse... The Street May 5, 2014 inappropriate or irrelevant content Market Update (NYSE:WFC): ON THE MOVE-Washington Wealth Management hires advisers from UBS, Wells Fargo [Reuters] Washington Wealth Management LLC, a unit of NFP Advisor Services Group, said on Thursday it hired two financial advisers from UBS and Wells Fargo. Morrie Symson joined from UBS and David Mizrahi joined Read more on this. NYSE, NASDAQ... Jutia Group April 10, 2014 inappropriate or irrelevant content Washington Wealth Management Snags Ex-Morgan Stanley FA in Calif. Washington Wealth Management added another wirehouse alum to its advisor roster on Thursday. Nadia Dickinson, a 30-year veteran of Morgan Stanley with $100 million in assets under management, affiliated her newly formed practice, Dickinson Graham Capital... Wealth Management November 5, 2014 inappropriate or irrelevant content NFP Announces Acquisition of Washington Wealth Management New York, NY, March 12, NFP today announced that it has acquired Washington Wealth Management, LLC (WWM). WWM is an independent hybrid registered investment advisor established by wirehouse veterans for the express purpose of enabling advisors to... The Wall Street Transcript March 12, 2014 inappropriate or irrelevant content Simmons named president, Washington Wealth Management

12 Washington Wealth Management has hired John Simmons as its new president. In his new role, Simmons will oversee the firm's existing branches and lead the expansion of its independent network of financial advisors. He will be based in California... Life Health Pro June 21, 2011 inappropriate or irrelevant content FREE MEMBER REGISTRATION & MAGAZINE SUBSCRIPTION Financial Planning delivers the essential information that independent advisors need to make informed decisions about their business and the clients they serve. We are the only website dedicated to the needs of the independent financial planner. Get news... Financial Planning June 25, 2015 inappropriate or irrelevant content No news for WASHINGTON WEALTH MANAGEMENT right now. Check back soon! Powered by DISCLAIMERS