Subscribe

Texas RIA partners with LPL

Trestlebridge Capital has left Ameriprise Financial Services Inc. in favor of LPL Financial LLC for its brokerage assets and Flagship Harbor Advisors for its registered investment adviser assets.

Trestlebridge Capital has left Ameriprise Financial Services Inc. in favor of LPL Financial LLC for its brokerage assets and Flagship Harbor Advisors for its registered investment adviser assets.
With approximately $100 million in assets under management, the Lakeway, Texas, based firm was transferr

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Wedbush Securities latest to choose FolioDynamix’s platform

Decision to farm out the wealth management platform for its advisers is a departure.

AMG takes minority stake in wealth management firm

New York firm Clarfeld has about $4B in client assets.

Fairholme Fund is back in business

Six months after closing of $8 billion Fairholme Fund, Bruce Berkowitz will re-open to new investors next week.

For gay couples and their advisers, high court ruling changes everything

Decision expected to dramatically simplify financial planning for same-sex partners; 'death by a thousand paper cuts'.

Financial fraud is rampant but most people can’t spot it: Survey

A new report finds that financial fraud is rampant but most people can't spot it: Many people find outsized return pitches "appealing." Uh-oh.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print