Sullivan Financial Services Inc., a Las Vegas-based advisory firm that manages more than $200 million in client assets, has moved to Avantax after being affiliated with LPL Financial, Avantax announced.
Tom Sullivan of Sullivan Financial had been affiliated with LPL for 24 years, according to the statement.
Sullivan cited Avantax’s products as an attraction, saying that “things like 1031 exchanges are important to us.”
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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