Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Pensionmark Expands Adviser Network
The affiliation will allow Francisco, who was previously a Merrill Lynch President’s Club adviser, to maintain an independent practice while partnering with Pensionmark.
The company recently completed a 2,500-square-foot addition to the Santa Barbara location.
You Might Also Like:

Adviser Product Partnerships – 10/11/23

Adviser Product Partnerships
