Kestra Financial Inc. has brought Potomac Financial Consultants, a boutique wealth manager based in Germantown, Md., onto its platform.
Potomac Financial brings about $245 million in assets under management to the platform.
Kestra Financial adds Md. wealth manager to platform
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Kestra Financial Inc. has brought Potomac Financial Consultants, a boutique wealth manager based in Germantown, Md., onto its platform.
Potomac Financial brings about $245 million in assets under management to the platform.