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The Francis Group at LPL Launches in California by Joining LPL Strategic Wealth Services

CHARLOTTE, N.C., Sept. 18, 2023 LPL Financial LLC announced today that Burke Francis and Christopher Francis, who have more than 80 years of combined experience, have joined LPL Financial to.

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Ex-Morgan Stanley team joins LPL | Financial Planning

Ex-Morgan Stanley team joins LPL | Financial Planning
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LPL Lures $1 2B Morgan Stanley Veterans

Los Angeles-based The Francis Group is the latest team to join LPL’s SWS division, the IBD’s premium affiliation model.

Burke francisStrategic wealth servicesMorgan stanleyFrancis groupWealth servicesLos angeles basedPrivate trust company

LPL adds $1 2 billion pair from Morgan Stanley

A father-and-son team who managed about $1.2 billion in assets at Morgan Stanley has joined LPL Financial’s Strategic Wealth Services.

Chris francisBurke francisChristopher francisLos angelesStrategic wealth servicesFrancis groupInterfirst capital corpMerrill lynchMorgan stanleyLehman brothersEf hutton coPrivate trust companyWealth servicesInterfirst capital

New Jersey $270M team sets up new wealth firm with LPL

The three advisors have left Merrill Lynch to form their independent firm.

New jerseyUnited statesRoger relucioPasqualino pat ruffaDavid krausJenna looneyFinancial strategic wealth servicesMerrill lynchStrategic wealth servicesWealth management

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