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.
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The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
Arax acquires a boutique firm's $4 billion RIA business in Michigan as Steward Partners continues its Southwestern expansion.
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From direct lending to asset-based finance to commercial real estate debt.
