Carrie Turcotte and Crystal Walker, whose NorthShore Financial Strategies manages $230 million in Chattanooga, Tennessee, have switched affiliation from Wells Fargo Advisors Financial Network, known as FiNet, to LPL Financial.
Turcotte and Walker, who had been with FiNet for almost six years and for two years, respectively, had been affiliated with LPL before leaving for Wells Fargo.
They are joined in the move by two support staff members, Jamie Climer and Julie Weddle.
As they return, they are using a package of services LPL offers to breakaway brokers.
New F2 Strategy research finds more firms growing without M&A, yet one-third still lack a defined growth process.
Shadow AI, weak oversight, and no formal policy highlight why advisory firms are more exposed to cyber risk than they realize.
Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant.
Andrew Komarow pleaded guilty Thursday in federal court in Hartford to defrauding three financial services companies of close to $3.3 million.
Elsewhere, Cetera picks up a $210 million Connecticut team from MML, while Wells Fargo FiNet adds a San Diego family practice from LPL.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
