LPL Financial Inc. said the wealth management team from CenterState Bank in Winter Haven, Florida, will be using LPL's Institution Services after CenterState merged with South Carolina-based South State Bank, which was already an LPL client.
CenterState, which has about $350 million in assets, previously was affiliated with NBC Securities, LPL said in a release.
CenterState’s wealth management program includes eight advisers and five staff members. South State’s wealth management unit has more than 40 employees.
According to the release, the combined team will serve clients in six states: Alabama, Florida, Georgia, North Carolina, South Carolina and Virginia.
See the latest Advisers on the Move here.
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.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
