Veritas Legacy Wealth launches with support from LPL Financial's Strategic Wealth Services.
The addition of James Ford & Duble Wealth Partners grows RBC's footprint in the Great Lakes region.
Forbes-recognized advisor in Ponte Vedra, Florida, leaves bank for independent.
The trio of advisors have launched their new firm, Pinnacle Private Wealth Advisors, in Bellevue, Washington.
Woman-led firm sets up independent practice in Washington state.
Advisors Mark Morasky, Erik Clay and Chris Figaro are launching Vantage Point Private Wealth.
Meanwhile, Cetera is offering tailored retention bonuses to Securian advisors who manage offices.
A family of three advisors has joined the firm, its second expansion in the region in the past two months at the expense of Edward Jones.
Georgia-based Laura Evans marks the move with the launch of a new independent financial practice.
Broomall, Pennsylvania-based David W. Rodgers moves for “breadth and depth of services.”
Jason Johnson founded 509 Wealth Management in 1998 and manages approximately $400 million in assets.
The father-and-sons team at New Jersey-based Sopher Financial Group’s value LPL as a ‘top of the tech curve’ wealth management firm
Managing partner at Keybridge Wealth Management says team will now have 'complete freedom to advise clients.'
Desire for more independence, time with clients lead Indiana team to switch from Cetera.
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management.
The four advisors control $400 million in client assets and their Elkhorn-based firm is called Omnia Wealth Group.
Joe Di Biasi and Greg McElheny head Blue Sky Wealth Management in Greenwood Village.
Robert Hamer is joining Stratos from Asset Management Group.
Christopher Coffin is opening a new firm, Coffin Financial Group, in Austin, Texas.
Lexington, Kentucky-based VFG Wealth Management and Benefit Solutions works with both individuals and small businesses.
