Joseph F. Myer, who managed $250 million at Merrill Lynch in Leesburg, Virginia, has formed Veritas Capital Management in Ashburn, Virginia. He has affiliated with LPL Financial through Gladstone Wealth Partners, a super office of supervisory jurisdiction.
Myer began his securities career in 2000 at A.G. Edwards and moved to Merrill Lynch in 2007.
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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