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As LPL fights to keep teams in the fold, competitors are making strong plays and pointing to the large brokerage's perceived ...
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LPL Financial Snags Advisor Teams With More than $1.5 Billion Million in Client AssetsIn three recruiting moves unveiled this week, LPL Financial said it has brought in advisor teams with nearly $1.6 billion in client assets. On Wednesday, LPL announced the addition of a five ...
Aneri Jambusaria, among other LPL executives, plans to offer a bevy of support services to advisors of the soon-to-be ...
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LPL Financial’s New Private Wealth Unit Signs Its First Team, With Merrill RecruitsA Merrill Lynch financial advisor team has become the first to join LPL Financial’s Private Wealth Management unit, which launched in November, LPL said Tuesday.Based in Oklahoma City ...
LPL Financial LLC announced today that financial advisor James "Jim” Verdi, CFP®, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported ...
That transaction is expected to be completed in the second half of this year, with Atria advisors fully converted to LPL’s platform by mid-2025. Related:$4B Former Lincoln Teams Join LPL From ...
Within strategic and tactical model styles, LPL's research focuses each model on an investment theme or objective, the firm said in its Model Wealth Portfolios filing. For example, the research team ...
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