Hybrid managing $180 million switches from Ameriprise to LPL
Signet Strategic Wealth Management is based in Westlake Village, Calif.
Signet Strategic Wealth Management, a hybrid firm managing $180 million in Westlake Village, Calif., has switched its broker-dealer and registered investment adviser platforms from Ameriprise Financial to LPL Financial.
(More: See more adviser moves in InvestmentNews’ Advisers on the Move database)
Signet’s advisers are Christopher Soulios, who founded the firm, and Rich Linsday and Mike Toomey.
Mr. Soulios had been affiliated with Ameriprise for 13 years.
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