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On May 31, 2007, the company announced that it would be acquired by Wachovia Corporation in a $6.8 billion deal. [6] On September 28, 2007, the company's shareholders voted in favor of the merger with Wachovia. The acquisition closed on October 1, 2007, and A.G. Edwards became a wholly owned subsidiary of Wachovia Corporation. [7]
Evergreen mutual funds were then distributed by Evergreen Investment Services, Inc. and Evergreen Service Company, LLC is the transfer agent for the Evergreen Funds. Evergreen Fund Information [1] OFFIT, a separate subsidiary of the legacy Wachovia, acquired in 1999, becomes Evergreen OFFIT.
At the time, the new firm had client assets of $532.1 billion, making it the nation's third largest full service retail brokerage firm based on assets. [11] Prudential, which had been looking to sell its brokerage division, sought to use the joint venture's larger brokerage network to market its insurance products, while Wachovia sought to ...
The 401(k) has two varieties: the traditional 401(k) and the Roth 401(k). Traditional 401(k) : Employee contributions are made with pretax dollars, lowering your taxable income.
Not all retirement plans allow for 401(k) loans, but if yours does, you could be eligible for a loan of up to 50% of your vested balance or $50,000, whichever is highest.
Wachovia Securities grew through the mergers of multiple companies. Its oldest predecessor company, Leopold Cahn & Co. was founded in 1879. One of main Wachovia Securities' predecessor companies was founded in 1934 as the investment firm of J.C. Wheat & Co. Wheat fostered growth through mergers, including the 1971 merger with First Securities that created Wheat First Securities, Inc. and the ...