John and Evan McCoy, a father-and-son team whose Integrity Financial Services managed $150 million in Lancaster, Pennsylvania, have switched broker-dealer affiliations to LPL Financial from Securities America. They also will use LPL as their registered investment adviser and custodian.
John McCoy joined Integrity about 10 years ago with a partner adviser, who retired last year. Evan McCoy joined his father’s business in 2018. Staff members Susan Turman and Kris Martin joined in the move.
[ESG Video: Stanford Seed: A community for entrepreneurs]
Former Northwestern Mutual advisors join firm for independence.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound