Two firms overseeing $378 million affiliate with Woodbury

Two firms overseeing $378 million affiliate with Woodbury
Next Financial and Kestra Financial lose out in B-D swap.
AUG 08, 2018

Life Wealth Principles, which oversees $312 million in assets in Golden, Colo., and National Financial Advisors, which oversees $66 million in assets in Denver, have affiliated with Woodbury Financial Services. Life Wealth Principles, headed by Mitch Moore, was formerly affiliated with Next Financial Group. (More: Woodbury latest firm to expand by adding bank brokers)​ National Financial Advisors, led by Thomas Niver, had been with Kestra Financial Services for 16 years. Both firms provide a wide range of planning and investment services. (More: Advisers with billions in AUM leaving Wall Street)

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