Tag: IBD
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...
Former Wells Fargo Advisor Goes Indie with Move to LPL
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Rajat Rajan of the newly minted Tranquil Advisors to its broker-dealer and...
LPL Financial Hires Former Bank of America Exec as EVP and...
LPL Financial LLC, the nation’s largest independent broker-dealer, has hired Thomas Cappello as executive vice president and chief risk officer. In his new role,...
LPL Financial Adds $350 Million Credit Union Team
LPL Financial LLC (Nasdaq: LPLA), the nation’s largest independent broker-dealer, announced that the wealth management division at GreenState Credit Union has joined the company’s...
LPL Financial Recruits $200 Million Team from Blucora
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Reason Financial to its broker-dealer and hybrid registered investment advisor platform, leveraging LPL as...
