Tag: IBD
Cetera Recruits $2.4 Billion Texas-Based Team
Cetera Advisors LLC, a wealth management firm within the Cetera network, has recruited Totus Wealth Management, a Texas-based team with $2.4 billion in client...
Atria’s Cadaret Grant Recruits $2 Billion OSJ
Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions Inc., has recruited Ohio-based Cedar Brook Group, an office of supervisory...
Cetera Recruits $340 Million Team from LPL Financial
Cetera Financial Group, a network of independent retail firms, has recruited The Advisors LLC, a full-service wealth management practice based in Pennsylvania with $150...
Arete Wealth Completes Acquisition of Center Street Securities
Arete Wealth, an independent broker-dealer, registered investment advisor, and insurance firm, has completed its acquisition of Center Street Securities, a Nashville-based securities broker-dealer and...
Cetera’s Farpointe Wealth Partners Recruits $190 Million Team
Farpointe Wealth Partners LLC, an independent financial advice firm within the Cetera network, has added Schexnayder Wealth Advisors, a $190 million asset team led...
LPL Financial Adds Two Financial Advisors with $350 Million in Client...
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Jerry Giordano and Joseph Praino to its broker-dealer and corporate RIA platforms,...
LPL Financial Recruits $200 Million Family Team from Wells Fargo
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Louis Pelliccioni, Brice L. Pelliccioni, and Amanda Pelliccioni to its broker-dealer and corporate RIA...
LPL Buys FinTech Firm for $12 Million
LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent company of the nation’s largest independent broker-dealer, LPL Financial LLC, has acquired Blaze Portfolio, a Chicago-based...
LPL Recruits Father-Son Advisors from Advisor Group’s KMS Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, has added father/son financial advisors Tom and Bill Smothers to its broker-dealer and corporate RIA platforms,...
LPL Financial Recruits $1 Billion Hybrid from Cetera
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Tagge Rutherford Financial Group to its broker-dealer and corporate RIA platforms, which leverage LPL...
