Lincoln Financial team managing $650 million moves to LPL

Lincoln Financial team managing $650 million moves to LPL
Financial House, a six-adviser group based in Centreville, Delaware, was established more than 30 years ago and is now in its second generation of owners.
DEC 05, 2022

Financial House, a six-adviser group based in Centreville, Delaware, that manages $650 million, has switched affiliations from Lincoln Financial to LPL Financial.

The firm was established more than 30 years ago, and its second generation of owner-advisers consists of Joseph Biloon, Robert Griesemer and Emily Woodson, LPL Financial said in a press release Monday.

Also on the team are advisers Joseph Blair, Leo Strine and Gary Ulrich Jr., along with several planning associates and office support team members.

The firm said the move to LPL will open up more opportunities for the team to recruit new advisers and also grow the practice inorganically, with access to a larger pool of retiring advisers looking to sell part or all of their business.

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