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Articles tagged "Lance Helfert"


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Paul Orfalea founded West Coast Asset Management when he sold Kinko's but left two years ago.

Derek Bruton brings aboard two advisors seeking big back office after founder of their RIA, UHNW Kinko's founder, moves on

The former LPL executive's roll-up effort absorbs accounts of West Coast Asset Management, after it had challenges as a stand-alone RIA

October 6, 2014 at 8:59 PM

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