LPL, Affinity Federal Credit Union add $370M bank team
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.
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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.
Level Four Group recruited a wealth program from its onetime brokerage as it made progress on its goal of doubling in size by 2025.
Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.
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