Sep 5, 2012
Sterne Agee makes its RIA custody debut after customizing for Meg Green's $650-million RIA
It started as 25 people with notepads and Southern accents surrounding the Royal Alliance-using Miami--based advisor principals
Person
Meg Green
2 articles
Articles tagged "Meg Green"
Jul 7, 2010
What Meg Green was thinking when she purposefully shed $40 million of assets
The advisor saw more downside than upside to the smaller accounts and pulled the trigger on a deal
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