Tag: Watermark Wealth Management
Prudential Financial Agrees to Move $50 Billion in Client Assets to...
Prudential Financial Inc. and LPL Financial Holdings Inc. announced a “strategic relationship agreement” that will transfer all the retail and investment advisory assets of...
Former Kestra Advisors with $1.5 Billion in Assets Join LPL Financial
LPL Financial LLC announced that Watermark Wealth Management has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.
Watermark Wealth Management, which joined LPL...