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$1B Elite Financial Network OSJ moves to LPL | Financial Planning
The office of supervisory jurisdiction is seeking to avoid any further potential disruption from M&A deals, its founder says. ....
Al Qahirah
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United States
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Huntington Beach
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Waddell Reed
,
Ken Hullings
,
Craig Wong
,
Nancy Dibattista
,
Dan Arnold
,
Chris Clemens
,
Financial Group
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Financial Network
,
Commonwealth Financial Network
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Advisor Group
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National Planning Holdings Network
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Advisor Group Securities America
,
Securities America
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Dan Cairo
,
Chief Financial Officer Cindy Cairo
,
Managing Partner Craig Wong
,
National Planning Holdings
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Elite Financial Group
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Virtual Transition Support
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Elite Financial Network
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Industry News
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M Amp A
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The 10 biggest transitions among independent brokerages in 2021
LPL Financial reeled in the largest haul, but RIA consolidators and other rivals also completed mega-moves in 2021. ....
San Diego
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United States
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Raymond James
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Nancy Dibattista
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Rudy Adolf
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Commonwealth Financial Network
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Carson Group
,
Cetera Financial Group
,
Brokerage Service
,
Wealth Enhancement Group
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Mariner Wealth Advisors
,
Financial Planning
,
Focus Financial
,
Virtual Transition Support
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Kestra Financial
,
Industry News
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M Amp A
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