Team managing $100 million at Merrill Lynch goes indie with LPL

Team managing $100 million at Merrill Lynch goes indie with LPL
Father-and-son duo in Lufkin, Texas, affiliates with B-D and uses RIA platform.
MAY 23, 2019
A father-and-son team managing $100 million at Merrill Lynch in Lufkin, Texas, has formed Brookshire & Brookshire Wealth Management, an independent hybrid. The firm has affiliated with the broker-dealer unit of LPL Financial and is using its corporate registered investment adviser. (More:​ See more adviser moves in InvestmentNews' Adviser on the Move database.) Brent Brookshire has served as a financial adviser with Merrill Lynch for 20 years. His son, BJ, joined the firm in 2013.

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