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New Jersey $270M team sets up new wealth firm with LPL

Published: August 16, 2023

The three advisors have left Merrill Lynch to form their independent firm.

Source: investmentnews.com

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New JerseyUnited StatesRoger RelucioPasqualino Pat RuffaDavid KrausJenna LooneyFinancial Strategic Wealth ServicesMerrill LynchStrategic Wealth ServicesWealth Management

LPL Financial : Breakaway Wealth Management Launches at LPL

Published: August 15, 2023

CHARLOTTE, N.C. - Aug. 15 2023 -LPL Financial LLC announced today that financial advisors Roger Relucio CFP®, CRPC®, Pasqualino Pat Ruffa, CFP®, CRPC®, and David Kraus, CRPC®,... -Today at 08:52 am- MarketScreener

Source: marketscreener.com

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United StatesDavid KrausScott PosnerPasqualino Pat RuffaRoger RelucioFinancial Holdings IncMerrill LynchStrategic Wealth ServicesBusiness DevelopmentClient Services Associate Jenna LooneyInvestor Relations Or PressCollege For Financial PlanningBreakaway WealthBreakaway Wealth ManagementClient Services Associate JennaWealth ServicesStrategic WealthVice President