Tag: credit union
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...
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...
LPL Adds Three-Advisor Team with $100 Million in Client Assets
LPL Financial LLC, the nation’s largest independent broker-dealer, has added three financial advisors, Shawn Walton, Debbie Hawksworth and Richard Coloni, to its broker-dealer and...
LPL Financial Recruits $180 Million Advisor from Northwestern Mutual
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Lyle Weintraub has joined its broker-dealer and hybrid registered investment advisor platforms...
LPL Recruits $150 Million Team Serving NFL Clients and Professional Athletes
LPL Financial LLC, the nation’s largest independent broker-dealer, has recruited SilverRock Wealth Partners, a Charlotte, North Carolina-based team with approximately $150 million in brokerage...
LPL Financial Recruits $610 Million Team from Raymond James
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Global Advisor Group to its broker-dealer and hybrid registered investment advisor platforms.
Global Advisor Group...
LPL Recruits Credit Union Wealth Management Practice from Cetera
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Tarik Eldin and Mike Hastings with SCU Investment Services at Sacramento Credit Union to...
Cetera Adds Teacher-Founded Credit Union to Platform
Cetera, a network of independent broker-dealer firms, has added Rogue Credit Union's Investment Services to the Cetera Financial Institutions platform.
Rogue is a not-for-profit, cooperative...
LPL Financial Adds $130 Million Credit Union Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Power Investment Services at Power Financial Credit Union to its broker-dealer and corporate registered...
LPL Financial Adds Former Cetera Team to Platform
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Founders Investment Services, offered at Founders Federal Credit Union, to its broker-dealer and corporate...
