LPL Financial said Wednesday morning it had recruited veteran financial advisor Michelle Brennan Hall, who reportedly worked with $220 million in advisory, brokerage and retirement plan assets at her former broker-dealer, FSC Securities Corp., which is part of the Advisor Group network.
Her firm, Brennan Wealth Advisors, is based in Frisco, Texas, which is part of the Dallas-Fort Worth Metro area.
Brennan Hall was registered with FSC Securities since 1989, according to her BrokerCheck report, and joined LPL last week.
"We believe wealth goes beyond financial assets," Brennan Hall said in a statement. "The wealth creators really want to pass on more than just money to the next generations."
Brennan Hall founded her firm in 2010. The team includes her husband, Jeff Hall, the director of operations; Mary Kloesel, the director of portfolio operations; Brennan Hall's son Cameron Hall, a financial analyst; and two staffers.
Advisor Group announced last month that it will merge its eight affiliated broker-dealers under a single, yet-to-be-named brand in a process that will take two years.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
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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.
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