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By Janet Levaux, AdvisorOne |
May 2, 2013
The Florida-based firm has more than 10 advisors and $1.5 billion in assets under administration.
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By Janet Levaux, AdvisorOne |
December 20, 2012
In the final months of 2012, the wirehouse firms continued to recruit advisors from each other and from other broker-dealers.
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By Janet Levaux, AdvisorOne |
December 10, 2012
Legacy Financial moves to independence with about $150 million in client assets in Rochester, N.Y.
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By Janet Levaux, AdvisorOne |
November 13, 2012
Level Four Group, which includes both advisors and CPAs, was formerly affiliated with Lincoln Financial.
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By Janet Levaux, AdvisorOne |
November 9, 2012
The new group includes five advisors and was formerly affiliated with SII Investments, a National Planning Holdings broker-dealer
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By Janet Levaux, AdvisorOne |
October 24, 2012
The 19-member group is based in Southern California and focuses on boomers, as well as members of Gen X and Y.
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By Janet Levaux, AdvisorOne |
October 17, 2012
The group brings with it six advisors and plans to hire another 15 in the near future.
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By Danielle Andrus, AdvisorOne |
October 2, 2012
Washington Wealth Management, an independent hybrid RIA based in San Diego, announced Tuesday that it was affiliating with LPL Financial.
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By Janet Levaux, AdvisorOne |
September 21, 2012
Delaware Valley Financial is affiliating with LPL Financial's broker-dealer and corporate RIA platform.
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By Janet Levaux, AdvisorOne |
August 15, 2012
Bridgeworth Financial has added reps from Ameriprise and others and signed on to LPL’s hybrid-RIA platform.