Skip links

Author: tru independence

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

in

PORTLAND, Ore.–(BUSINESS WIRE)–tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory firm, Conquis Financial LLC, with

Amit Dogra is ready to put a shine on an $8B ‘Dynasty-like’ RIA service platform that’s tired of keeping a low profile in cloudy Portland, Ore.

Amit Dogra is ready to put a shine on an $8B ‘Dynasty-like’ RIA service platform that’s tired of keeping a low profile in cloudy Portland, Ore.

in

PORTLAND, Ore., Mar. 8, 2022 /RIABiz/ — Amit Dogra is back in the game in Portland, Ore., as president, board member and minority stakeholder in tru Independence (tru, for short) just as an old rival makes a big move. Dynasty Financial Partners, the originator of tru’s business