A six-adviser team managing $600 million at Merrill Lynch has moved to Linsco, the employee unit of LPL Financial.
The team — Justin Hurd, David Earl Spencer, George Alessandria, Brandy Ebron, Sylvia Jorgensen and Ryan Larragoity — operates as Broadway Wealth Management, with locations in Oakland, California, and Savannah, Georgia.
The advisers are long-time Merrill employees. Hurd started his career at Merrill in 1986, according to his BrokerCheck report. Spencer had spent 14 years at Merrill, while Alessandria was there 18 years, and Ebron and Jorgensen were both at Merrill 16 years.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
