WOBURN, MA / ACCESSWIRE / February 17, 2017 / Advisory Group Equity Services, Ltd. (AGES), part of the holding company TAG Group, Inc., today announces that it has scooped up a team from Source Capital Group, an independent broker dealer with an investment banking unit. The team will bring the total assets of AGES and its affiliates to $1.1 billion.
The new team will operate under RHK Capital with headquarters in Westport, Connecticut, and offices in New York, New Jersey, Arizona and Hawaii.
"We are very excited to bring on this new team," says AGES President William H. McCance. "This transaction will increase our core independent broker dealer model while enhancing our investment banking capabilities. With the changes in the industry over the past ten years, it has become clear that diversity of revenue streams is critical. This is what the RHK team brings to us. Bruce Ryan, managing director, and Richard Kreger, head of banking, are true gentlemen with a wealth of industry experience. We are thrilled to have them as part of our team."
TAG Group is a leading provider of estate, business and financial services for high-net-worth individuals and business entities. TAG maintains a comprehensive network of legal, financial and accounting professionals who are committed to providing the highest level of service to their clients. TAG maintains three separate and distinct operating units under its corporate umbrella: Trust Advisory Group, Ltd., Advisory Group Equity Services, Ltd., and Estate Insurance Services, Ltd.
The team completed its first conference, The Disruptive Growth and Healthcare Conference, in New York.
About Advisory Group Equity Services Ltd.
Advisory Group Equity Services, Ltd. (AGES) is a full-service broker dealer firm, member FINRA/SIPC. The firm was founded with the goal of assisting its clients in every aspect of their financial lives. The firm provides the most personal service available, thus earning a reputation for excellence in the financial industry. For each of its clients, AGES strives to help create financial stability and security to provide financial independence. Its staff consists of experienced professionals with a "hands on" approach to financial guidance.
For more information visit www.TrustAdvisoryGroup.com
New York, New York
SOURCE: Advisory Group Equity Services, Ltd.