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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.

United statesSan diegoBrian pflaumNolan venableJason hohensteinDarrin santosGreg smithBryan rayburnPaul nevesWoodbury financial servicesEquity design groupAdvisor groupRoyal alliance associatesRoyal allianceSan diego basedSecurities america

$4 5B team aims for stability in choice of LPL over Osaic

$4 5B team aims for stability in choice of LPL over Osaic
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New yorkUnited statesOrange countyGreg smithPhil waxelbaumGreg cornickDaryl kingChris roneyAtria wealth solutionsCetera financial groupLincoln financial groupPilot financialLincoln financialBill harndenReverence capitalLincoln financial advisors

LPL Recruits $4 6 Billion Advisor Practice From Lincoln Financial

LPL Recruits $4 6 Billion Advisor Practice From Lincoln Financial
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Pilot financial

LPL Adds Pilot Financial, a $4 6B OSJ from Lincoln

Pilot Financial, which has 105 advisors, joins LPL as an office of supervisory jurisdiction, following Lincoln's sale to Osaic.

United statesAlain verhilleJamess woodChris roneyDaryle kingGreg smithMerrill lynchPilot financialBill harndenOklahoma city basedAuctus legacy private wealth management

Moore Kingston Smith acquires Pilot Financial

Moore Kingston Smith has announced the acquisition of Pilot Financial, a financial services consultancy firm.

United kingdomMaureen penfoldIan thomasJp morganMoore kingston smithMoore kingston smith financial advisersKingston smithPilot financialMoore globalCertified financial plannerChartered wealth manager

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