Financial Telesis Inc.
4340 Redwood Highway
San Rafael, CA 94903
Year founded: 1992
Year end: Dec. 31
In the News
July 11, 2019 - Insurance brokerage Hub International is in talks to buy Global Retirement Partners, the largest retirement-focused branch of LPL Financial with $40.1 billion in assets, according to two sources with knowledge of the discussions. GRP, a registered investment...
May 15, 2018 - Glasgow Wealth Management Group, which advised on nearly $2 billion in individual accounts and corporate client retirement plans, has joined Janney Montgomery Scott from Avondale Partners, a Tennessee-based independent advisory firm. The group, based...
September 25, 2015 - LPL Financial Holdings Inc. could be in for a fight as it finds itself the target of an activist investor with a history of pushing for major reforms. Marcato Capital Management, led by Richard McGuire, disclosed this week that it had accumulated a 6.3%...
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