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.
Chasing productivity is one thing, but when you're cutting corners, missing details, and making mistakes, it's time to take a step back.
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will see their jobs at risk.
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
"The greed and deception of this Ponzi scheme has resulted in the same way they have throughout history," said Daniel Brubaker, U.S. Postal Inspection Service inspector in charge.
Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.
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