Matt B. Irwin, an advisor in Dallas who manages $160 million in assets, has shifted his affiliation from Ameriprise to LPL Financial.
Irwin’s BrokerCheck report shows he has 24 years of experience, all with Amerprise Financial and a predecessor firm, IDS.
A staffer, Alicia Boone, is making the move to LPL with Irwin.
Irwin said the market volatility in the last two years triggered his search for a new firm.
“I really appreciate LPL’s independent platform where we have more investment choices and increased flexibility in how we serve clients,” he said in a statement. “I now have access to a wide range of products and services that will help us provide clients with differentiated experiences.”
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.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
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