Morgan Stanley duo managing $150 million goes indie with LPL
The mother-and-son team of Paulette and Beaux Treguboff affiliate in Glendale, Arizona
The mother-and-son team of Paulette and Beaux Treguboff, who managed $150 million at Morgan Stanley, have affiliated with LPL Financial in Glendale, Arizona.
The two, who will practice as Homestead Wealth Management, will be supervised by Gladstone Wealth Partners, an LPL super office of supervisory jurisdiction.
[More: LPL to scoop up 900 Waddell & Reed advisers in latest deal]
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Rockefeller adds three teams managing $1.7 billion
Former Morgan Stanley, Merrill Lynch advisers join Rockefeller in Boca Raton, Florida, and Chicago
Focus Financial takes stake in $677 million Missouri RIA
Hill Investment Group in St. Louis, which was founded in 2005, becomes its latest partner firm.
