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LPL Financial Recruits Former Wells Fargo Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Glenn Drake and John Kinzer have joined LPL Financial’s broker-dealer and corporate registered investment...

Mercer Advisors Buys $660 Million RIA

Mercer Global Advisors Inc., a registered investment adviser, has acquired ClearRock Capital LLC, a wealth management firm headquartered in Sun Valley, Idaho with a...

LPL Financial Recruits $210 Million Team from Wells Fargo

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

Cetera Hires Head of Business Development to Bolster Recruiting Efforts

Cetera Financial Group, a network of independent financial advisor firms, has named John Pierce as head of business development to drive its financial professional...

Mercer Advisors Buys Los Angeles-Based RIA

Mercer Global Advisors Inc., a registered investment adviser, has purchased Argosy Wealth Management Inc., a wealth management firm located near Beverly Hills, California with...

LPL Financial Recruits $530 Million Hybrid

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Altoona, Wisconsin-based Bernicke Wealth Management to its broker-dealer and hybrid retail investment advisor custodial...

LPL Financial Recruits Financial Advisor with $120 Million in Client Assets

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

LPL Financial Recruits Former Securities America Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Omaha, Nebraska-based Fogarty Wealth Management to its broker-dealer, corporate registered investment advisor, and custodial...

LPL Recruits Father/Daughter Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added father and daughter financial advisors Emile P. Oestriecher III and Anne Oestriecher to its...

LPL Financial Adds $370 Million Former Wirehouse Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added three financial advisors who teamed up to form Broadway Graham Wealth Partners and joined...