Mike Fuller and Rob Barber, who managed $155 million at Raymond James in Arroyo Grande, California, have gone independent and affiliated with LPL Financial through Perennial Financial Services, an office of supervisory jurisdiction.
Fuller had been with Raymond James for almost 25 years. Barber began his career in 2018 at Edward Jones.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
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.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
