Tim Truebenbach will open an office for the LPL Financial unit in Tacoma, Washington.
Scott LoPresti and Dean DiPierro, based in Croton-on-Hudson, New York, previously were affiliated with LPL Financial.
Adrian John of Seattle, who managed $200 million, is affiliating with the firm's independent adviser channel.
Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.
The unit overseeing almost $2.5 billion is joining the team at Cadence Bank, which was already affiliated with LPL.
High inflation, poor market returns, rising interest rates and their anticipated impact on the economy may have advisers staying put.
Their independent firm, 18Forty8 Private Wealth, is based in Madison, Wisconsin.
The group at Sovereign Wealth Strategies Group manages $200 million in Colorado Springs, Colorado.
Barney Financial Services will use LPL’s broker-dealer and RIA platforms through JFC Advisor Network.
Blaine Franklin joins Raymond James Financial Services as owner of Blaine P. Franklin Financial Services in Rifle, Colorado.
The five-adviser, 16-person group known as The Promus Wealth Management Group has joined RBC Wealth Management in Indianapolis.
Gary Kurtz and Michael Campos are opening an office in Lexington, South Carolina.
Teams led by Bill and Bruce Sandry make the switch to RBC Wealth Management’s Davenport, Iowa, office.
When considering a move, it’s critical to strike the right balance between satisfying specific, objective criteria for immediate needs while taking a wider perspective of longer-term goals and shared values.
Plano, Texas-based Valorous Advisors specializes in retirement plan consulting.
The father-son adviser team operate as Thannisch Wealth Management of Raymond James in Austin, Texas.
Chris Albright’s Astra Wealth Advisors makes the move in Clarks Green, Pennsylvania.
The three-adviser, five-person team, Narragansett Bay Group, makes the switch in Providence, Rhode Island.
The four advisers, who make the switch in Fargo, North Dakota, provide high-net-worth families and businesses with wealth planning strategies.
Ash Chopra launches Syon Capital and most of the 10 professionals joining him in the move were team members at Merrill.
