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$580M Fla. Team of Siblings Joins LPL From Merrill

Published: March 25, 2024

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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United StatesTimothy BaltzPercy CanteenwallaJamesp DebuqueDexter GraftonKabir SethiSarah GraftonTanya CarrollStrategic Wealth ServicesMerrill LynchAtria Wealth SolutionsWells FargoWintrust Financial CorpGrafton Wealth AdvisorsWilliam GraftonWealth ServicesContinuity Private WealthCubby BiceNorth Carolina BasedWintrust FinancialMerrill Lynch Wealth

LPL Financial Nets $1 Billion Merrill Lynch Team For Breakaway Unit

Published: February 27, 2024

LPL Financial recruited another billion-dollar-plus advisor team to its Strategic Wealth Services unit, which helps wirehouse advisors open independent…

Source: biztoc.com

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Timothym BaltzJamesp DebuqueMerrill LynchStrategic Wealth ServicesContinuity Private WealthReaking News