Acquisition · Activity not yet classified
NCA Financial Planners
Transaction overview
Announced
Announced:
Exact closing date not established.
Sequoia Financial Group announced an acquisition of NCA Financial Planners.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Sequoia Financial Group to Acquire NCA Financial Planners, Creating Wealth Manager With $10 Billion ↗
Sequoia Financial Group · Published Nov 15, 2021
Sequoia Financial Group announced an acquisition of NCA Financial Planners.