LPL Financial adds $515M team from PNC
Indiana-based Endeavor Wealth Strategies wants to add resources to meet its high-net-worth clients’ needs.
LPL Financial has added a Fort Wayne, Indiana-based team that was managing $515 million in client assets at PNC Private Bank Trust. Endeavor Wealth Strategies, which is led by Seth Marshall, will use LPL’s broker-dealer, RIA and custodial platforms, and it will align with another LPL firm, Exempla
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