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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

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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