Tag: wealth management
LPL Recruits Financial Advisors from Sagepoint and Ameriprise
LPL Financial LLC, the nation’s largest independent broker-dealer, has added eight financial advisors to its broker-dealer and corporate registered investment advisor platforms aligned with...
LPL Financial Recruits Former MassMutual Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added the newly named Twenty Four Wealth Management to its broker-dealer and hybrid registered investment...
LPL Financial Promotes National Sales Exec to Managing Director
LPL Financial LLC, the nation’s largest independent broker-dealer, has promoted Matt Enyedi from executive vice president to managing director of national sales.
Enyedi began his...
LPL Recruits Former Advisor Group Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added seven financial advisors with CPC Financial Planning to its broker-dealer and corporate registered investment...
LPL Financial Recruits $500 Million Team from Centaurus
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Herbert Financial Group to its broker-dealer and corporate registered investment advisor platforms. The firm’s...
Securities America Nabs $560 Million Hybrid
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Goldstein & Associates, an independent wealth management firm...
Securities America Launches Super OSJ With Former SA Stone Wealth Management...
Securities America, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has partnered with wealth management industry veteran David Pintaric to launch his...
LPL Financial Recruits $550 Million Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Gatewood Wealth Solutions to its broker-dealer and corporate registered investment advisor platforms. The team...
LPL Financial Recruits Former Ameriprise Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Canal View Financial Advisors to its broker-dealer and corporate registered investment advisor platforms. The...
Kestra Financial Affiliate Acquires $1.1 billion RIA
Bluespring Wealth Partners LLC, an affiliate of Kestra Financial that focuses on the acquisition of registered investment advisor and wealth management firms, has purchased...
