Lamont Financial Group, which manages $200 million, has switched affiliations to LPL Financial from Securities America, a unit of Advisor Group.
The firm's three advisers are Kris Lamont, Thomas E. Alexander and Amy Dixon.
The group, which works at Clear Lake Bank & Trust offices in Mason City and Clear Lake, Iowa, affiliated with LPL through its JFC Advisor Network office of supervisory jurisdiction.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
