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$820M Former Merrill Advisor Joins LPL s Strategic Wealth Services

A Texas-based advisor with $820 million in managed assets is joining LPL's Strategic Wealth Services from Merrill Lynch.

United statesTimothy baltzClayton ortloffRachel sawyerJames debuqueGloria folsomAllison gordonDexter graftonMerrill lynchStrategic wealth servicesWealth servicesHeritage privateContinuity private wealth

$580M Fla Team of Siblings Joins LPL From Merrill

A Fla. team of siblings with $580 million in managed assets will form Grafton Wealth Advisors when joining LPL Financial from Merrill Lynch.

United statesTimothy baltzPercy canteenwallaJamesp debuqueDexter graftonKabir sethiSarah graftonTanya carrollStrategic wealth servicesMerrill lynchAtria wealth solutionsWells fargoWintrust financial corpGrafton wealth advisorsWilliam graftonWealth services

LPL Financial adds $515M team from PNC

LPL Financial adds $515M team from PNC
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United statesFort wayneEdward jonesDave hubbardSeth marshallExemplar financial networkMerrill lynchWells fargoMarine corpEndeavor wealth strategiesExemplar financialWealth strategiesNorthern indianaContinuity private wealthCoastpoint financial

LPL Financial Nets $1 Billion Merrill Lynch Team For Breakaway Unit

LPL Financial recruited another billion-dollar-plus advisor team to its Strategic Wealth Services unit, which helps wirehouse advisors open independent…

Timothym baltzJamesp debuqueMerrill lynchStrategic wealth servicesContinuity private wealthReaking news

Continuity Private Wealth launches with support from LPL Strategic Wealth Services

Continuity Private Wealth launches with support from LPL Strategic Wealth Services
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United statesTimothym baltzWendya fratrikNicole ferraraScott posnerJames jamiep debuqueLisa baltzMerrill lynchInvestor relations or pressStrategic wealth servicesFinancial holdings incBusiness developmentContinuity private wealthChief operating officer wendyClient relationship manager nicole ferraraWealth management associate lisa baltz

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