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LPL Financial Recruits $900 Million Advisor Team From RBC

LPL Financial Recruits $900 Million Advisor Team From RBC
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Aaron gingrichJosh smeltzerBrock hivelyStrategic wealth servicesWealth servicesEmily sides

LPL nabs team managing $900M at RBC

A team that oversaw $900 million in assets at RBC has affiliated with LPL Financial’s LPL Strategic Wealth Services, the firm said.

United statesAaron gingrichJosh smeltzerBrock hivelyWitter reynoldsSides wealth advisory groupStrategic wealth servicesWealth servicesScott sidesDean witter reynolds

LPL Financial Recruits $900 Million Advisor Team From RBC

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Aaron gingrichBrock hivelyJosh smeltzerStrategic wealth servicesWealth servicesEmily sides

Atlanta-Based $1B+ Team Joins LPL From Fifth Third

An Atlanta-based trio of advisors with $1 billion in assets is joining Linsco by LPL Financial from Fifth Third Private Bank, to launch PB FAM Private Wealth.

Raanan pritzkerBrian brennemanNeal fousheeThird private bankUs airWells fargoMorgan stanleyStrategic wealth servicesFifth third private bankCrown capital securitiesCarnegie private wealthWealth servicesPrincipal securities

Omaha Duo With $605M AUM Join LPL From Principal Securities

An Omaha duo is forming Vintage Financial Group and joining LPL Financial from Principal Securities, according to the independent broker/dealer.

United statesMindy helfrichPatrick pat rickettsKristin ricketts pat rickettTricia seitelbachMelissa haysDan arnoldPrudential financialStrategic wealth servicesFrancis groupMorgan stanleyFinancial groupWells fargoVintage financial groupVintage financialVice president kristin ricketts

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