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LPL adds $365 million team from Raymond James

Published: May 15, 2023

A team of advisors with $365 million in client assets have joined LPL Financial, after previously being affiliated with Raymond James.

Source: investmentnews.com

Related Topics:

Raymond JamesMike TormeyIndya KellmanProvident Financial Services IncAffinity Federal Credit UnionAffinity Investment ServiceLakeland Bancorp IncNew Jersey BasedAffinity Federal CreditLakeland BancorpTim MolKim TrimmerProvident Financial ServicesOak RidgeNew Jersey Based LakelandInvestment Service

LPL, Affinity Federal Credit Union add $370M bank team

Published: May 11, 2023

Five financial advisors left Lakeland Bank and Raymond James for Affinity Federal Credit Union prior to the $1.3 billion acquisition of their prior institution.

Source: financial-planning.com

Related Topics:

Raymond JamesIndya KellmanEric ArmonstrongMac GardnerMike TormeyKehrer GroupAffinity Federal Credit UnionProvident Financial ServiceKehrer Group Partner KenInstitution ServicesRaymond James Financial ServicesLakeland BankLevel Four GroupTim MolPier MutovicKimberly TrimmerOak RidgeNew Jersey Based Lakeland BankFinancial ServiceBasking Ridge Based Affinity Federal Credit UnionIndustry NewsLpl FinancialRaymond James Financial