Subscribe

Cetera adds team that managed $327 million at LPL

Cetera $327 million team

The Baton Rouge, Louisiana-based Hays Breard Financial Group is joining Cetera’s Summit Financial.

A Baton Rouge, Louisiana-based team that had managed $327 million at LPL Financial is affiliating with Summit Financial Networks, a unit of Cetera Advisor Networks, Cetera announced Thursday.Hays Breard Financial Group is led by Michael Breard and Ray Hays, both with 20 years of experience. They had

Subscribe or log in to read the rest of this content.

Related Topics: , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print