LPL Grabs Another Advisory Team from Osaic | Wealth Management
LPL Financial acquired another advisory team from Osaic, as the firm continues to integrate Advisor Group's legacy broker/dealers.
Source: wealthmanagement.com
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$860M Texas Team Leaves Lincoln for LPL | Wealth Management
Advisor Ryan Rayburn decided to look for a new broker/dealer when Osaic announced its acquisition of Lincoln.
Source: wealthmanagement.com
LPL Financial Adds $345M Lincoln Team | Wealth Management
Birmingham, Ala.-based Brian Pflaum decided to evaluate his options when he heard that his broker/dealer, Lincoln Financial Advisors, would sell to Osaic.
Source: wealthmanagement.com
$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