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Advisor Group’s Sagepoint Recruits $503 Million Team from LPL Financial

SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited Veater Financial Group, a wealth management practice based in Fresno, California,...

Advisor Group’s Royal Alliance Recruits $975 Million Super OSJ

Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Pacific Capital Resource Group, a Super-OSJ group supervising 40...

Advisor Group’s Royal Alliance Recruits Former ProEquities Team

Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Mint Wealth Management, a Houston-based financial planning and wealth...

Advisor Group’s SagePoint Recruits Two Longtime Advisors from LPL Financial

SagePoint Financial, a wealth management firm within the Advisor Group network, has recruited two Oregon- based independent financial professionals with a total of $365...

Securities America Recruits Another Credit Union Program from LPL Financial

Securities America, a wealth management firm within Advisor Group’s network, has added USE Credit Union’s investment services program to its financial institutions platform. USECU has...

Advisor Group’s Royal Alliance Recruits $120 Million Former Ameriprise Team

Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Financial Foundation Services, a New Jersey-based wealth management firm...

Securities America Recruits $150 Million Team

Securities America, a wealth management firm within Advisor Group’s network, has recruited Heritage Harbor Financial Associates, an independent financial advisory business headquartered in Port...

Triad Recruits $130 Million Hybrid

Triad Advisors, a wealth management firm within the Advisor Group network, has added Professional Planning & Wealth LLC to its corporate registered investment adviser...

Securities America CEO Nominated for Second Term on FINRA Board

Securities America, a wealth management firm within Advisor Group’s network, reported that president and chief executive officer Jim Nagengast has been nominated to the...

Securities America Recruits Credit Union Team from LPL

Securities America, a wealth management firm within Advisor Group’s network, has added Oregon Community Credit Union (OCCU) to its financial institutions platform. The team...