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RIA Roundup: NFP Acquires Divergent Wealth Advisors

NFP grew wealth and retirement, R&R joined Commonwealth, tru Independence launched 44 North and Johnson Financial, LPL and Kestra all made announcements.

San diegoUnited statesNew yorkSouth jordanRobert holtonBecca hajjarBrian andrewSamuelc johnsonJonathan landryMark schefflerBrady ririeAmit dograJeff scottAaron cizonTom driscollKestra holdings

Financial Advisor Aaron Cizon Joins Linsco by LPL Financial

Financial Advisor Aaron Cizon Joins Linsco by LPL Financial
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United statesAaron cizonScott posnerInvestor relations or pressClient services associate julie willisCizon group wealth managementBusiness developmentFinancial holdings incWells fargoClient services associate julieVice president

Wells Fargo advisor managing $175M jumps to LPL

A financial advisor who oversaw $175 million at Wells Fargo Advisors has jumped to LPL Financial's employee advisor channel, Linsco by LPL.

South carolinaUnited statesAaron cizonJulie willisCizon group wealth managementWells fargoWells fargo advisors

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