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At this giving time of the year, I am especially proud of how employee-owners strive for the shared good of the communities where they live and work. ....
LPL Financial Welcomes Financial Advisor Kip Adams and Team CHARLOTTE, N.C., April 14, 2021 (GLOBE NEWSWIRE) LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisor Kip Adams and his team have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with HUB Retirement and Wealth Management. Adams reported having served approximately $800 million in retirement plan, advisory and brokerage assets . He joins LPL from Kestra Financial. Based in Fort Worth, Texas, Adams is the Retirement and Private Wealth practice leader for Gus Bates Insurance & Investments, a division of HUB International Texas. His team includes retirement plan advisor Blake Hiett, wealth advisor Spencer Stilwell, senior account manager Susan Blassingame and two additional staff members. The firm was recognized in 2020 as a National Association of Plan Advisors (NAPA) Top DC Advisor Team . ....
2021 Powerbook List: Commerical Insurance December 16, 2020 1 Brown & Brown Northwest Insurance Commercial Agents: 4 3 2 4 Commercial Agents: 1 2 3 5 1 3 Commercial Agents: 1 Commercial Agents: 1 2 1 Commercial Agents: 1 Commercial Agents: 1 1906 Disclaimer: Firms are included based on responses to a survey. Firms are not included if they do not respond to the survey. To subscribe to ....