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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Strategic Wealth Services

LPL’s Wirehouse Breakaway Unit Gains Traction, Signs $1.3 Billion Wells Fargo Team

LPL’s Wirehouse Breakaway Unit Gains Traction, Signs $1.3 Billion Wells Fargo Team

Louis Diamond Quoted – By Andrew Welsch, Barron’s – LPL Financial’s service for advisors who want to leave wirehouses is gaining traction with recruits, having signed eight breakaway teams. Its most recent addition: a 13-person group that oversaw $1.3 billion at Wells Fargo Advisors. The team, led by industry veteran Larry Boggs, launched an independent practice through LPL’s Strategic Wealth Services in Cumberland, Md.

LPL Details Formal Offering to Lure Employee Reps

LPL Details Formal Offering to Lure Employee Reps

Louis Diamond Quoted – By Asia Martin, WealthManagement.com – Under the premium affiliation model, LPL will handle some of the more daunting tasks involved in going independent while allowing advisors to be self-employed.

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