Financial advisory group Oak & Stone Capital Advisors became the first firm to join Highland Capital Brokerage Inc.’s Constellation platform.
Oak & Stone Capital Advisors oversees about $150 million in client assets. The Constellation platform will provide turnkey support in marketing, processing, carrier selection and other key business areas for the group’s insurance offering, according to a release.
Highland Capital Brokerage is a subsidiary of Ladenburg Thalmann Financial Services Inc.