'Kudos to those guys for getting the deal done ... but it's jaw-dropping that's what they're getting paid,' one industry executive says.
The Fresno, California-based pair of advisors make the 50th team to join LPL’s Linsco channel.
The four advisors are launching Sides Wealth Advisory Group in York, Pennsylvania.
The Sacramento-based firm, Bradford Capital Group, was previously affiliated with Securities America.
Meanwhile, Cetera's owner Genstar is reinvesting in the firm.
With more allocation tools at their disposals, advisors are focusing on planning and growing their businesses, Fuse finds.
The trio of advisors will operate as PB FAM Private Wealth in Atlanta.
A $60-per-account fee and retention bonuses are issues that are expected to come up in Cetera senior execs' meeting with Avantax advisors.
Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities
The five advisors will operate as Meyer Rotolo Wealth Management.
The advisor was with Schwab for 14 years following a military career.
The diverse practice in Albuquerque, New Mexico, is led by financial advisor Angelo Burns.
The Seattle-based advisor will focus on retirement plans.
Following Cetera's announcement that it was going to buy Avantax, two ratings agencies put the debt of Cetera's parent, Aretec Group Inc., on review.
Aaron Cizon is launching Cizon Group Wealth Management in Greenville, South Carolina.
The California-based father-son team cite LPL’s resources for serving high-net-worth clients.
Waukesha, Wisconsin-based R&R Wealth aims to reach $1 billion in assets in next four years.
Anne Crabbe was formerly with firm in 2021.
Since its launch in 2009, CAIS has facilitated over $25 billion in transactions involving financial advisors.
Berthel Fisher has been known to sell a variety of alternative investments, which at times can be expensive and volatile.
