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LPL Lures $705M Merrill Lynch Team to Private Wealth Model
WealthManagement.com· 5 days agoOklahoma City-based advisors Alain Verhille and James S. Wood have left Merrill Lynch to join LPL...
LPL Financial’s New Private Wealth Unit Signs Its First Team, With Merrill Recruits
Barrons.com· 5 days agoBEST PRACTICES A Merrill Lynch financial advisor team has become the first to join LPL Financial...
Raymond James snags $435M Merrill Lynch team - InvestmentNews
InvestmentNews· 3 days agoRaymond James is further solidifying its presence in the northeast as it welcomes a team from ...
LPL swipes $705M advisor duo from Merrill Lynch - InvestmentNews
InvestmentNews· 5 days agoThe breakaway pair are joining the brokerage giant’s HNW-focused employee advisor arm in Oklahoma.
CreativeOne Wealth LLC Has $117,000 Stake in Invesco Preferred ETF (NYSEARCA:PGX)
ETF DAILY NEWS· 12 hours agoCreativeOne Wealth LLC reduced its holdings in Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 29.3% during the 4th quarter, according to its most recent filing with ...
Driving growth at Merrill Lynch's Charlotte office - InvestmentNews
InvestmentNews· 3 days agoThis is what he considers one of the biggest challenges as a managing director at the Charlotte,...
Savvy Adds Four Advisors With Combined $170M
WealthManagement.com· 3 days agoPrior to that, he was with Merrill Lynch, and he has a strong background in tax planning. Savvy also brought on Josh Branham, based in Lexington, Ken.,...
LPL Recruits $4.6B OSJ from Lincoln
WealthManagement.com· 4 days agoPilot Financial, a large network of 105 advisors with $4.6 billion in assets under management, has moved its advisory and brokerage business to LPL...
Wooster Square Advisors names Salmon partner
Hartford Business Journal· 4 days agoNew Haven-based independent wealth management firm Wooster Square Advisors has hired Carlos Salmon as a partner and wealth manager. Salmon ...
Steward Partners Scoops Up $320M Merrill Team in Florida
WealthManagement.com· 2 days agoA Naples, Fla.-based team led by advisor Alicia Fuller has left Merrill Lynch after nearly 40 years...
