Displaying 4 results
LPL lands breakaway advisor from Merrill Lynch
The broker-dealer giant broadens its presence in Texas with the launch of an $820M multigenerational high-net-worth practice.
LPL welcomes $435M duo from Truist
The IBD is bolstering its presence in North Carolina with the launch of a new independent high-net-worth practice.
LPL lands $1B team from Merrill Lynch
The Pennsylvania-based private wealth team works with high-net-worth families, business owners, professionals and executives.
Wells Fargo team with $240 million in assets goes indie with LPL
Bruce Pienton and Scott O’Mara launch Bridgewright Wealth Partners in Grand Rapids, Michigan.
