Home Tags Retirement

Tag: retirement

LPL Reports $1.1 Trillion in Advisory and Brokerage Assets in 2Q21

LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, reported that total advisory and brokerage...

LPL Financial Recruits Former Cetera Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Joe Roddy, Steve Mayer, and Laurie Elfrank of West End Advisory Group...

LPL Financial Adds Former Ameriprise Team

LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Alan Kodama and the team at Pacstar Financial Group to its broker-dealer,...

Advisor Group Hires Former RBC Executive as EVP of Business Development

Advisor Group, a network of independent wealth management firms, has hired Kristen Kimmell as the company’s new executive vice president of business development. In her...

Former Wells Fargo Advisors Launch Independent Practice with LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, reported that financial advisors Steven Carlsen and Sathya Chey have launched a new independent practice, Arise...

LPL Financial Recruits 30-Member OSJ Formerly with Voya

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Brian M. Woods Financial Services, a large enterprise supervising approximately 30 financial advisors, to its...

Former Wirehouse Team Launches Independent Practice with LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, reported that financial advisor Larry Boggs has launched a new independent practice, Boggs & Company Wealth...

$1.2 Billion Former UBS Team Goes Indie with LPL-Affiliate Gladstone

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Puzzle Wealth Solutions to its broker-dealer, hybrid registered investment advisor, and custodial platforms. The 10-person...

LPL Financial Recruits Former Northwestern Mutual Advisors

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors John Patterson, Steve Owings, Joe Patterson and McKee Nunnally to its broker-dealer,...

Advisor Group’s SagePoint Financial Recruits Five Wealth Management Practices

Advisor Group, a network of independent wealth management firms, reported that SagePoint Financial has recruited five firms that collectively oversee $331 million in client...