Lincoln Financial loses $150 million team to Raymond James
Brokers moving to firm's indie unit in preparation for succession.
Two brokers managing $150 million in assets at Lincoln Financial have moved to the independent unit of Raymond James.
Thomas Burger and Jeanne Hagar operate as The Hamilton Group in Beverly and Mansfield, Mass. The practice is a satellite branch of an RIA firm, Boston Harbor Wealth Advisors, whos
Learn more about reprints and licensing for this article.
