Brian Wall and Joe Nastasi, whose separate businesses at Wells Fargo Advisors Financial Network collectively manage $315 million, have affiliated with LPL.
Wall has spent 44 years as an adviser and producing branch manager. He went independent in 2012. Nastasi, trained as an engineer, worked at IBM before turning his hobby of investing into a career.
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With the move to LPL, the advisers will merge their independent offices in the Kansas City, Mo., metropolitan area.
The incoming executive, whose career includes a stint at Wells Fargo Advisors, comes with significant experience in staging corporate turnarounds.
The agency's new chairman Paul Atkins says "common-sense" review of 23-year-old restrictions could unlock the $31 trillion industry to more investors.
Lutnick’s exit from affiliated firms includes $361 million in stock sales and a family trust handoff.
A Friday evening markdown by the Big Four credit rating agency is compounding risks from tariff threats and long-simmering fiscal issues.
Veteran leader from Resolute Investment Managers breathes new life into the New York-based Dynasty Financial Partner firm's leadership.
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From direct lending to asset-based finance to commercial real estate debt.
