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$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 statesTimothy baltzPercy canteenwallaJamesp debuqueDexter graftonKabir sethiSarah graftonTanya carrollStrategic wealth servicesMerrill lynchAtria wealth solutionsWells fargoWintrust financial corpGrafton wealth advisorsWilliam graftonWealth services

LPL continues recruiting run with $1B ex-Merrill team

LPL continues recruiting run with $1B ex-Merrill team
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

New jerseyUnited statesNew yorkJason diamondTimothym baltzKimberly sandersWendy fratrikJamesp debuqueLisa baltzNicole ferraraWells fargoStrategic wealth servicesCetera financial groupFinancial industry regulatory authorityMorgan stanleyStrategic wealth service

LPL Financial Nets $1 Billion Merrill Lynch Team For Breakaway Unit

LPL Financial recruited another billion-dollar-plus advisor team to its Strategic Wealth Services unit, which helps wirehouse advisors open independent…

Timothym baltzJamesp debuqueMerrill lynchStrategic wealth servicesContinuity private wealthReaking news

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