Gary Edmonds and Andy Chang, who managed $360 million at UBS in Washington, D.C., have joined LPL Financial, affiliating through its Linsco employee-broker unit.
Beltway Wealth Management by LPL Financial serves a variety of clients, including high-net-worth individuals, corporations, nonprofits, corporate executives, small business owners and more.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
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