Kestra Financial Recruits Law Enforcement-Focused Advisory Group from LPL
Independent advisor platform Kestra Financial Inc. has recruited Merrick Financial Group, a New York-based wealth management firm that serves the law enforcement.
Independent advisor platform Kestra Financial Inc. has recruited Merrick Financial Group, a New York-based wealth management firm that serves the law enforcement community and manages approximately $142 million in client assets.
Based in Merrick, New York, the firm was founded in 2006 by Eric G. Moore, a 21-year veteran of the financial services industry. Moore, his partner Michael Blake, and associate Allison Hudson oversee the firm’s full range of wealth management services. The trio were previously affiliated with LPL Financial.
The company focuses on serving both active and retired members of the law enforcement community, a niche derived from Blake’s 27-year career with the New York Police Department. Blake served as a Deputy Chief and NYPD commanding officer of the counterterrorism division and has held every rank within the department, from police officer to deputy chief.
Headquartered in Austin, Texas, Kestra Financial supports approximately 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of RIAs Kestra Investment Services, Kestra Advisory Services, Kestra Private Wealth Services, and Kestra Institutional Services.
