New Jersey $270M team sets up new wealth firm with LPL
The three advisors have left Merrill Lynch to form their independent firm.
A financial advisor and two of his former interns have established a new independent practice in New Jersey.
Roger Relucio, CFP, CRPC, has spent more than a decade building a team of specialists including those who joined an internship program he created.
Pasqualino “Pat” Ruffa, CFP, CRPC,
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