Subscribe

LPL lands $675 million team from MassMutual

employee

Polaris is headed by partners Corey Basehore and Justin Dunwoody and includes adviser Sarah Leer, two junior advisers and a nine-member office staff.

Polaris Advisors, a five-adviser team in Camp Hill, Pennsylvania managing $675 million, has changed affiliation from MassMutual to LPL Financial.

Polaris is headed by partners Corey Basehore and Justin Dunwoody and includes adviser Sarah Leer, two junior advisers and a nine-member office staff.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

Gen Z will need help – are you ready?

The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print