$820M Former Merrill Advisor Joins LPL's Strategic Wealth Services
A Texas-based advisor with $820 million in managed assets is joining LPL's Strategic Wealth Services from Merrill Lynch.
Source: wealthmanagement.com
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$580M Fla. Team of Siblings Joins LPL From Merrill
A Fla. team of siblings with $580 million in managed assets will form Grafton Wealth Advisors when joining LPL Financial from Merrill Lynch.
Source: wealthmanagement.com
LPL Financial Nets $1 Billion Merrill Lynch Team For Breakaway Unit
LPL Financial recruited another billion-dollar-plus advisor team to its Strategic Wealth Services unit, which helps wirehouse advisors open independent…
Source: biztoc.com