LPL Financial, the largest broker-dealer for independent contractor reps, continues to hire and recruit financial advisors to its recently launched breakaway broker-focused channel and said Thursday that James Sheehan and Shawn Tighe had joined the firm from Raymond James & Associates Inc.
Sheehan is based in Charleston, South Carolina, while Tighe works in northern New Jersey. They operate as Sheehan Wealth Management and oversee $450 million in client assets, according to a statement from LPL.
LPL's breakaway advisor unit, called LPL Strategic Wealth Services, has hired 82 advisors from 30 teams, many from wirehouses, since it launched in 2020, according to the company. Strategic Wealth Services financial advisors have $14.3 billion in client assets, according to the company.
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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.
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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