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LPL Financial Nets $1 Billion Merrill Lynch Team For Breakaway Unit

February 27, 2024

LPL Financial recruited another billion-dollar-plus advisor team to its Strategic Wealth Services unit, which helps wirehouse advisors open independent…

Timothym Baltz Jamesp Debuque Merrill Lynch Strategic Wealth Services Continuity Private Wealth Reaking News

Source: biztoc.com

LPL Recruits $1B Pennsylvania Team From Merrill Lynch

February 27, 2024

Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.

Timothym Baltz Jason Hohenstein Lisa Baltz Wendy Fratrik James Jamiep Debuque Nicole Ferrara

Source: wealthmanagement.com

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Timothym Baltz News Today

LPL Financial Nets $1 Billion Merrill Lynch Team For Breakaway Unit

LPL Recruits $1B Pennsylvania Team From Merrill Lynch

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