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Wisconsin Based Equity Design Group News Today : Breaking News, Live Updates & Top Stories | Vimarsana

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

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.

United statesDavid millerBrian pflaumAdvisor groupEquity design groupAdvisor group osaicLincoln national corpLincoln financial advisorsLincoln wealthLincoln financialWisconsin based equity design groupSagepoint 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 wayneUnited statesJason hohensteinSeth marshallEquity design groupMerrill lynchInstitution servicesStrategic wealth servicesAtria wealth solutionsExemplar financial networkUs marine corpWells fargoWintrust financial corpWealth strategiesNorthern indianaWealth management

LPL Recruits $1B Pennsylvania Team From Merrill Lynch

Continuity Private Wealth represents the 40th team to join through LPL’s Strategic Wealth Services.

Timothym baltzJason hohensteinLisa baltzWendy fratrikJames jamiep debuqueNicole ferraraInstitution servicesFinancial strategic wealth servicesMerrill lynchWells fargoAtria wealth solutionsEquity design groupWintrust financial corpStrategic wealth servicesContinuity privateClient relationship manager nicole ferrara

Another Advisor Moves to LPL from Osaic | Wealth Management

A North Carolina advisor is moving to LPL from Osaic and SagePoint Financial. His team is the second one to make the same move this month.

Jason hohensteinMatt biceJamie priceLincoln financial groupAtria wealth solutionsEquity design groupBusiness solutionsAdvisor groupNorth carolina basedBice wealth managementWisconsin based equity design groupEquity designReverence capital partners

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