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Latest Breaking News On - Equity design group - Page 1 : comparemela.com
LPL Grabs Another Advisory Team from Osaic | Wealth Management
LPL Financial acquired another advisory team from Osaic, as the firm continues to integrate Advisor Group's legacy broker/dealers.
Dallas
Texas
United-states
San-diego
California
Louisiana
American
America
Brian-pflaum
Nolan-venable
Jason-hohenstein
Darrin-santos
$860M Texas Team Leaves Lincoln for LPL | Wealth Management
Advisor Ryan Rayburn decided to look for a new broker/dealer when Osaic announced its acquisition of Lincoln.
Bryan-rayburn
Re-mike-woodard
Equity-design-group
Lincoln-national
Advisor-group
Strategic-wealth-partners
Lincoln-financial
Equity-design
LPL Financial Adds $345M Lincoln Team | Wealth Management
Birmingham, Ala.-based Brian Pflaum decided to evaluate his options when he heard that his broker/dealer, Lincoln Financial Advisors, would sell to Osaic.
Lubbock
Texas
United-states
David-miller
Brian-pflaum
Advisor-group
Equity-design-group
Advisor-group-osaic
Lincoln-national-corp
Lincoln-financial-advisors
Lincoln-wealth
Lincoln-financial
$515M Indiana Team Returns to LPL From PNC | Wealth Management
Advisor Seth Marshall cited LPL's evolution and specialized resources for HNW clients as reasons for his return.
Fort-wayne
Indiana
United-states
Pennsylvania
Jason-hohenstein
Seth-marshall
Equity-design-group
Merrill-lynch
Institution-services
Strategic-wealth-services
Atria-wealth-solutions
Exemplar-financial-network
LPL Recruits $1B Pennsylvania Team From Merrill Lynch
Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.
Timothym-baltz
Jason-hohenstein
Lisa-baltz
Wendy-fratrik
James-jamiep-debuque
Nicole-ferrara
Institution-services
Financial-strategic-wealth-services
Merrill-lynch
Wells-fargo
Atria-wealth-solutions
Equity-design-group
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