LPL Strategic Wealth Adds $265M Team from UBS
New Jersey–based duo Leslie Shenkler and Daryl Lipkin (with $265 million in assets) will form a practice with LPL Strategic Wealth Services, joining from UBS.
Source: wealthmanagement.com
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LPL Attracts Texas Advisory Team From Wells Fargo
A Texas-based $280 million advisory duo will form a new independent practice through affiliation with LPL Strategic Wealth Services, joining from Wells Fargo.
Source: wealthmanagement.com