Robert Mitchell, who managed $410 million at Stifel in Greensboro, North Carolina, has joined LPL Financial’s Linsco employee channel. Mitchell and his team will open an office for the firm in that city.
An orphan who experienced homelessness as a young adult, Mitchell says his mission is to make a difference in the lives of as many people as possible by helping them as they work toward their financial goals. As a result, he does not set account minimums, LPL said in a press release.
Mitchell is joined by wealth associates Joanna Page and Jonathan Peters as well as registered client service associate Andrea Wisekal.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
