Home News LPL Recruits Former Waddell & Reed Team

LPL Recruits Former Waddell & Reed Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Jake Murray, Mike Canavan and Jill Phillips of Teton Wealth Management to its broker-dealer and corporate registered investment advisor platforms.

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Jake Murray, Mike Canavan and Jill Phillips of Teton Wealth Management to its broker-dealer and corporate registered investment advisor platforms.

The three advisors join LPL from Waddell & Reed Financial Advisors and serve approximately $185 million of client brokerage and advisory assets.

Murray and Canavan co-founded the Idaho Falls-based firm and provide wealth management services to clients independently. Murray is joined by Phillips, a financial advisor with more than nine years of industry experience.

LPL Financial provides service to approximately $684 billion in brokerage and advisory assets as of the first quarter of 2019. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 16,000 financial advisors and 700 financial institutions.

Click here to visit The DI Wire directory sponsor page.

Print Friendly, PDF & Email