The newest practice to affiliate with the firm is leaving Securities America after more than 30 years.
The team is coming under LPL’s umbrella after managing $150M in advisory, brokerage, and retirement plan assets at Stifel.
Based in New Jersey, newly launched Drucker Wealth oversees $750 million in assets for more than 800 clients.
The wealth firm’s latest leadership hire will take charge of developing innovative investments and client solutions.
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
The broker-dealer says it will provide ‘innovative solutions and services’ to the credit union.
The scholarship was created by Peggy Ruhlin, a certified financial planner with a lengthy career in wealth management.
The firm welcomes a $350 million duo in New England, and an advisor in Florida who had managed a $235 million book.
The RIA’s first M&A transaction in Maryland sees it snap up Keeney Financial Group, a 10-member team.
The acquisition of the Seattle-based multifamily office deepens the national RIA’s UHNW presence in the Pacific Northwest.
