Walnut Beech Advisors, an office of supervisory jurisdiction whose advisers manage $550 million, has joined LPL Financial from Royal Alliance, part of Advisor Group.
The team of 20, led by OSJ manager Tim Maurer and Rick Bentancourt, has been moving to LPL since last fall, with its final adviser joining this month, LPL said in a release.
The new firm name, Walnut Beech Advisors, represents the streets where its offices are located in Rochester, Michigan, and Long Beach, New York.
Executives from LPL Financial, Cresset Partners hired for key roles.
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For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
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