A team of advisors that oversaw $1.2 billion in client assets at Lincoln Financial Group has joined Commonwealth Financial Network.
Jacksonville, Florida-based Aegis Consulting includes principals Michael Cirino and Alexander Harrison, along with 11 advisors and support staff. The advisors are Bruce Chadbourne, Cindy Deavel, Stuart Farb, Hayley Gregory, Rebecca Kaufman, Taylor Lloyd, James Neel, Nathan Rogero, Bruce Schilling, Michael Sullum and Walter Williams.
Cirino has 38 years of experience, according to his BrokerCheck report, and had been affiliated with Lincoln Financial Advisors since 1998. Harrison has 24 years of experience and had been affiliated with Lincoln since 1999. According to a statement, the members of the team have an average of 24 years of experience.
“While our bias was to stay where we were, after an extensive due diligence process, it was clear that Commonwealth was the best choice for our clients, advisors, and staff,” Cirino said in the statement. “We don’t need to reinvent the wheel — we just want to make the wheel better, and Commonwealth gives us the ability to do that and run the business the way we want.”
Harrison noted that Aegis Consulting aims to grow nationally, “and we are in a better position to do that with Commonwealth.”
Raymond James, UBS and Prime Capital Financial also announced additions as advisor recruiting stays brisk across wirehouse and independent channels
A new platform turns disputed facts into tradable markets, flipping the prediction market model on its head.
The financial advice industry has been facing inquiries into its cash sweep programs for years now.
Investor money allegedly went to strip clubs, exotic cars, and landscaping
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
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
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains