wealth team
Primacy Financial
$450MBook of businessas reported in coverage
9Advisors
West Seneca, NYMarket
1Moves on our record
The lineage
until Nov 8, 2026PRIORNorthwestern Mutual
Nov 8, 2026CURRENTCetera Financial Specialists
Nov 6, 2026team liftoutNorthwestern Mutual → Cetera Financial Specialists LLC
No published coverage yet.