LPL Financial announced that an all-woman team of advisers who had overseen $210 million in assets at Voya Financial Advisers has joined its platforms and aligned with The Financial Services Network, an LPL office of supervisory jurisdiction.
Kristi Turchan and Debbie Verker operate as Ascend Wealth Management in Grand Rapids, Michigan. Accompanying them in the move is staffer Kassandra McGee.
Turchan has 26 years of experience, starting at Dean Witter Reynolds in 1996, and had been affiliated with Voya since 2011, according to her BrokerCheck report. Verker has 18 years of experience and had also been affiliated with Voya since 2011.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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