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Former Merrill Lynch Advisor Launches Practice with LPL Financial

LPL Financial LLC, the nation's largest independent broker-dealer, reported that financial advisor Peter Shunyia has joined the firm to launch his independent practice, Shunyia...

Former Wells Fargo Financial Advisor Joins LPL Financial

LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Guy Rodgers to its broker-dealer, corporate registered investment advisor, and custodial platforms....

LPL Financial Recruits Former Morgan Stanley Advisor

LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Douglas Chin to its broker-dealer, corporate registered investment advisor, and custodial platforms. Formerly...

LPL Financial Recruits Adviser Managing $260 Million

LPL Financial LLC, the nation's largest independent broker-dealer, has added Lindsey Rhea of Alia Wealth Partners to its broker-dealer, corporate registered investment advisor, and...

Wealth Enhancement Group to Surpass $50 Billion in Client Assets with...

Wealth Enhancement Group, an independent wealth management firm, plans to purchase New York-based QCI Asset Management Inc., an independent registered investment advisor with 12...

Coldstream to Merge with $463 Million Wealth Management Firm

Coldstream Wealth Management, an employee-owned, independently operated wealth management firm, announced plans to merge with Rosenbaum Financial, a Portland, Oregon-based registered investment advisor with...

Wealth Enhancement Group to Acquire $4.7 Billion RIA in Largest Transaction...

Wealth Enhancement Group, an independent wealth management firm, plans to acquire Carroll Financial Associates Inc., an independent registered investment advisor headquartered in Charlotte, North...

LPL Financial Recruits Another Texas-Based Team

LPL Financial LLC, the nation's largest independent broker-dealer, has added Corpus Christi Financial Group to its broker-dealer, corporate registered investment advisor, and custodial platforms. Corpus...

Cetera Adds $100 Million Investment, Tax, Estate and Medicare Practice

Cetera Financial Specialists LLC, an independent broker-dealer within the Cetera network of firms, has added HD Financial Specialists, a full-service wealth management practice based...

LPL Financial Recruits $625 Million Texas-Based Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added TBT Financial Services to its broker-dealer, corporate registered investment advisor, and custodial platforms. The advisors...