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How Matt Cooper is getting past the 'oh, sure' factor that came from a slow roll-out of ... the other Newport Beach roll-up

Not only are deals picking up at the $900-million Beacon Pointe Wealth Advisors but existing advisors are telling success stories that can be quantified

Author Brooke Southall October 4, 2013 at 6:27 AM
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Gary Dorfman: We represented ourselves not as a startup but as part of one of the top institutional management companies.

Joe Duran

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David Devoe

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Dan Inveen

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Matt Cooper



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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe



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