By Karmen Alexander, AdvisorHub – The steady stream of brokers out of Merrill Lynch continues as two teams who oversaw $558 million combined in assets have joined Raymond James Financial and LPL Financial in Florida and Texas, respectively.
Breakaway Wealth Management is a young, entrepreneurial team that values simplicity and transparency, with a desire to operate independently and provide a wider range of options and more personalized attention to their clients.
By Karmen Alexander, AdvisorHub – A Merrill Lynch team whose leader said some other high-producing defections motivated his own exit has taken his $2.7 million group to LPL Financial in Hoboken, New Jersey.
By Lisa Fu, AdvisorHub -LPL Financial has lured in another Merrill broker, this time to its burgeoning employee channel, Linsco, according to an announcement on Wednesday.
Three Partners from two offices in Madison, WI, and Northern California, opt for supported independence on Steward’s 1099 platform with Pershing as custodian.
By Karmen Alexander, AdvisorHub – A Merrill Lynch team that oversaw over $450 million in client assets jumped to Steward Partners Global Advisory on Thursday.
By Sam Del Rowe, FAIQ.com – Advisor Rebekah Fa’asau joins Raymond James’ employee advisor channel, the firm said.
By Sam Del Rowe, FAIQ.com – Raymond James announced that an advisor team has joined its employee advisor channel, Raymond James & Associates, from Merrill Lynch, where they had about $185 million in client assets.
By Mason Braswell, AdvisorHub – Matthew Giorgetti and his $6.5-million team of private bankers resigned from Brown Brothers Harriman in late February with plans to join First Republic Bank in Boston. But then March ushered in a regional banking crisis that enveloped First Republic and led to its collapse and government-brokered purchase by JPMorgan Chase & Co. in early May.
Transition Announcement: $1B Millennial-Led Merrill Team Opts for Supported Independence with Sanctuary Wealth
Multi-Generational Merrill team in Chicago finds Sanctuary provided the right balance of support, freedom, flexibility, and optionality.
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