March 04, 2024
RFS Financial Securities has joined LPL Financial, bringing $140 million in assets. They were previously with Lincoln Financial Advisors. The team is based in Lubbock, Texas and led by David Miller...
March 04, 2024
MAI Capital Management has acquired LWS Wealth Advisors, a Registered Investment Advisor (RIA) firm with $562 million in assets, located in Basking Ridge, New Jersey. The acquisition was finalized on...
March 01, 2024
The AmeriFlex Group, an Osaic-affiliated hybrid RIA firm based in Las Vegas, has acquired Colorado-based ERSI Wealth Management. The team manages approximately $400 million in assets and consists of...
March 01, 2024
Commonwealth Financial Network has successfully welcomed an advisor team from Lincoln Investment, bringing in approximately $384 million in assets. The team, based in Harleysville, Pennsylvania,...
February 29, 2024
Advisor Seth Marshall has launched Endeavor Wealth Strategies and transitioned to LPL Financial, through an alignment with Exemplar Financial Network. The team, previously affiliated with PNC Private...
February 29, 2024
Ameriprise Financial has welcomed a new advisor team from Merrill Lynch, bringing with them $320 million in client assets. The team, based in Tacoma, Washington, operates as Guthrie Rouner Group and...
February 28, 2024
Raymond James has recruited an advisor team from Merrill Lynch. The team, the Anderson McKelvey Group, includes advisors Jesse Anderson, Christopher McKelvey, and Anthony Gilotti, and is based in...
February 27, 2024
Financial advisors James "Jamie" P. Debuque and Timothy M. Baltz have launched a new independent practice, Continuity Private Wealth, through LPL Financial. The duo was previously affiliated with...
