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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

Related Topics:

Timothym BaltzJamesp DebuqueMerrill LynchStrategic Wealth ServicesContinuity Private WealthReaking News

LPL Recruits $1B Pennsylvania Team From Merrill Lynch

Published: February 27, 2024

Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.

Source: wealthmanagement.com

Related Topics:

Timothym BaltzJason HohensteinLisa BaltzWendy FratrikJames Jamiep DebuqueNicole FerraraInstitution ServicesFinancial Strategic Wealth ServicesMerrill LynchWells FargoAtria Wealth SolutionsEquity Design GroupWintrust Financial CorpStrategic Wealth ServicesContinuity PrivateClient Relationship Manager Nicole FerraraWealth Management Associate LisaWintrust InvestmentsLakes AdvisorsCubby BiceNorth Carolina BasedWisconsin Based Equity Design Group