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How LPL scored a $1.5B advisor team from Kestra

How LPL scored a $1.5B advisor team from Kestra
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United States , Stephen Langlois , Jodie Papike , Jake Cercone , Carmen Cercone , Mark Elzweig , Atria Wealth Solutions , Kestra Financial , Grove Point Financial , Watermark Wealth Strategies , Rich Steinmeier , Thom Powers , Elite Consulting Partners , Texas Based Kestra , West Coast ,

Team of 16 advisors with $1.6B AUM switch firms to build on 14-year growth

The firm was founded in 2009 during the financial crisis and are ready for their next phase. ....

United States , Jake Cercone , Aaron Gordon , Kyle Richardson , Carmen Cercone , Wealth Management , Estate Planning , Watermark Wealth Management , Rich Liberante , Investmentnews Advisors ,

LPL Financial Welcomes Watermark Wealth Management

CHARLOTTE, N.C., Aug. 21, 2023 LPL Financial LLC announced today that Watermark Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of 16. ....

United States , Aaron Gordon , Carmen Cercone , Kyle Richardson , Scott Posner , Jake Cercone , Financial Holdings Inc , Investor Relations Or Press , Business Development , Watermark Wealth Management , Founding Partner , Estate Planning Carmen , Founding Partner Kyle Richardson , Rich Liberante , Vice President ,