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.
Firms announce recruits in Pennsylvania and Ohio as advisors head for new opportunities.
The first instinct of a surviving spouse is often to act fast. The advisor's job is to pump the brakes and hold the course
Utah RIA with $3.3B in AUM teams with WPCG and HGGC's Aspire Holdings platform in deal expected to close this month.
They say the offering hid two facts before the stock cratered nearly 70%.
Trustees maintain 2034 insolvency projection, but new research shows benefit cuts could cost many retirees more than $137,000 out of pocket.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
