Invest loses $245 million indie to Kestra
Maryland-based Potomac Financial Consultants is led by Michelle Bender.
Potomac Financial Consultants, which manages $245 million in assets, has switched its affiliation from Invest Financial to Kestra Financial.
The firm, based in Germantown, Md., is led by Michelle Bender, who had been affiliated with Invest since 2010. Invest was part of National Planning Holdings, which was acquired by LPL Financial last August.
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