Lamont Financial Group, which manages $200 million, has switched affiliations to LPL Financial from Securities America, a unit of Advisor Group.
The firm's three advisers are Kris Lamont, Thomas E. Alexander and Amy Dixon.
The group, which works at Clear Lake Bank & Trust offices in Mason City and Clear Lake, Iowa, affiliated with LPL through its JFC Advisor Network office of supervisory jurisdiction.
Arch claims 40% operating cost savings for Mercer as Nitrogen unlocks its agentic AI and tech suite to 10,000 Osaic advisors
A happy coincidence: one of LPL Financial’s corporate campuses happens to be based in Rep.-elect Wes Climer’s new district.
Wells Fargo and UBS also add advisors from Morgan Stanley, Edward Jones, Merrill and Fidelity in a fresh round of wirehouse recruiting
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