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$820M Former Merrill Advisor Joins LPL s Strategic Wealth Services
A Texas-based advisor with $820 million in managed assets is joining LPL's Strategic Wealth Services from Merrill Lynch.
United states
Timothy baltz
Clayton ortloff
Rachel sawyer
James debuque
Gloria folsom
Allison gordon
Dexter grafton
Merrill lynch
Strategic wealth services
Wealth services
Heritage private
Continuity private wealth
$580M Fla Team of Siblings Joins LPL From Merrill
A Fla. team of siblings with $580 million in managed assets will form Grafton Wealth Advisors when joining LPL Financial from Merrill Lynch.
United states
Timothy baltz
Percy canteenwalla
Jamesp debuque
Dexter grafton
Kabir sethi
Sarah grafton
Tanya carroll
Strategic wealth services
Merrill lynch
Atria wealth solutions
Wells fargo
Wintrust financial corp
Grafton wealth advisors
William grafton
Wealth services
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