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

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.

LPL loses $200 million Freedom First program to Level Four - Vimarsana News

LPL loses $200 million Freedom First program to Level Four

Level Four Group recruited a wealth program from its onetime brokerage as it made progress on its goal of doubling in size by 2025.

Ex-LPL branch Level Four acquires Mid-Atlantic Securities - Vimarsana News

Ex-LPL branch Level Four acquires Mid-Atlantic Securities

Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.

Level Four Group, a division of Carr, Riggs & Ingram, LLC acquires Mobile Wealth Management Firm, Harbor Financial Services - Vimarsana News

Level Four Group, a division of Carr, Riggs & Ingram, LLC acquires Mobile Wealth Management Firm, Harbor Financial Services

Mobile, AL (PRWEB) October 08, 2021 -- Harbor Financial Services has been in Mobile for over 16 years with Marc Whitehead serving as President, CEO, and

Source: prweb.com