Displaying 9 results
Two teams of advisors join LPL employee channel
The advisors service a combined $275 million in client assets.
Adviser managing $350 million at Morgan Stanley joins Linsco
Tim Truebenbach will open an office for the LPL Financial unit in Tacoma, Washington.
North Carolina team managing $380 million joins LPL from Truist
Benjamin Link and Steve Sexton, who are forming Vero Wealth Management in Greensboro, are the 25th team to join LPL’s Linsco platform.
Wells Fargo team managing $300 million leaves for LPL
The father-daughter team of Tom Kelly and Maureen Kelly in Lynwood, Washington, have moved to the Linsco employee channel at LPL Financial.
Merrill team managing $600 million moves to LPL
Six long-time Merrill advisers in Oakland, California, and Savannah, Georgia, switch to LPL's employee unit, Linsco.
Oppenheimer rep managing $180 million joins Linsco
Randall Pickett joins LPL’s employee channel. The Pickett Group of LPL Financial will be the second team to join the Linsco office in Dallas.
Stifel rep managing $410 million moves to LPL’s employee channel
Robert Mitchell and his team will open an office for the firm in Greensboro, North Carolina.
UBS team managing $360 million moves to LPL
Gary Edmonds, Andy Chang are joining the firm's Linsco employee-broker unit in Washington, DC.
Linsco makes a move to other side of ledger
A leading broker-dealer known for its dedication to independent financial advice has jumped into the lucrative managed-money business.
