Displaying 14 results
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.
Truist Financial agrees sale of $76B Sterling Capital to Canadian asset manager
The Charlotte, North Carolina-based firm will join Guardian Capital.
RBC nabs $610M team from Truist
The Cypress Group will operate out of RBC’s office in Wilmington, North Carolina.
DA Davidson picks up $1B AUM team from Truist for new office
Wilmington becomes the firm’s fourth location in North Carolina.
Truist duo managing $456 million move to D.A. Davidson
The team will open North Carolina offices in Winston-Salem and Greensboro.
Truist advisers managing $446 million depart for D.A. Davidson
Gary Kurtz and Michael Campos are opening an office in Lexington, South Carolina.
RBC adds 4 advisers who manage $1 billion in assets
The Florida-based advisers are joining the firm from Truist.
Rockefeller Capital nabs $1.5 billion Truist team
The eight-member Atlantic Group has offices in Palm Beach, Florida, and Bethesda, Maryland.
Georgia teams managing $308 million join Raymond James
Two advisers from Truist and a trio from Merrill Lynch are moving to the firm's employee channel.
Advisers managing $3.1 billion join Janney in Q3
Most of 21 recruits came from Truist, Wells Fargo and Merrill Lynch.
Four Virginia bank reps managing $580 million join D.A. Davidson
Two Truist advisers make the move in Bedford and two in Charlottesville.
Janney adds five reps who managed $1 billion at Truist
The advisers are based in Virginia and the Carolinas; there's also one rep joining Janney from Wells Fargo.
Duo managing $740 million join LPL’s employee channel
Kyle Smith and Michael Sandlin are leaving Truist Investment Services in Raleigh, North Carolina.
Team managing $400 million at Truist moves to D.A. Davidson
The three-adviser Marshall & Whatley Investment Group is based in Harrisonburg, Virginia.
