LPL Financial said Wednesday that an advisor who had managed $300 million in assets at Stifel Financial has joined the firm.
Scottsdale, Arizona-based Nate Carlon operates as Carlon Wealth Advisors.
Carlon has 19 years of experience, according to his BrokerCheck profile, having started in the industry at Compass Brokerage in 2004. Prior to joining Stifel in 2015, he was affiliated with Axa Advisors from 2011 to 2015.
Carlon’s joined in the move by two staffers: Lora McLaughlin and Jono Carlon, who is his brother.
“We felt LPL provides the best flexibility and resources to help our clients navigate change,” Carlon said in a statement. “We were especially drawn to LPL’s focus on driving advisor success, which in turn drives success for the clients. Additionally, LPL’s integrated platform gives us the greatest amount of flexibility to build out our firm in a manner that we feel best suits our clients.”
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
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