Peak Capital Investment Services, with its $600 million in AUM, certainly made the firm an attractive acquisition target for United Capital Financial Advisers in a deal announced midweek.
But one of the most attractive features of Peak Capital was its call center. Peak Capital’s call center in Dallas will power its own and United Capital’s growth in the years ahead, said Jason Del Col, senior vice president at United Capital Financial Advisers, based in Newport Beach, Calif.
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