$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
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$515M Indiana Team Returns to LPL From PNC | Wealth Management
Advisor Seth Marshall cited LPL's evolution and specialized resources for HNW clients as reasons for his return.
Source: wealthmanagement.com
LPL Recruits $1B Pennsylvania Team From Merrill Lynch
Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.
Source: wealthmanagement.com
LPL Financial Welcomes Bice Wealth Management
SAN DIEGO, Feb. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Cubby Bice MBA, AAMS, CRPC has joined LPL Financial’s broker-dealer, RIA and custodial
Source: eagletribune.com