wealth team
IB Wealth Management
$645MBook of businessas reported in coverage
11Advisors
Grand Rapids, MIMarket
1Moves on our record
The lineage
until Oct 25, 2026PRIORCetera Investment Services
Oct 25, 2026CURRENTRaymond James Financial Institutions Division
Oct 23, 2026team liftoutCetera Investment Services → Raymond James Financial Institutions Division
No published coverage yet.