LPL Financial on Monday said it had recruited a three-person team of financial advisers that will work in a new office in Charlotte, North Carolina.
Winget Benton Wealth Management is comprised of advisers Al Winget, Rob Benton and Andrew Robson, and has $745 million in advisory, brokerage and retirement plan assets, according to a statement by LPL.
Before moving to LPL, Winget and Benson had each worked at Wells Fargo Advisors and its predecessor Wachovia Securities since 2005, while Robson had worked at Wells Fargo Advisors since 2015, according to their BrokerCheck profiles. They changed firms last Wednesday.
The advisers are moving to LPL's recently launched employee adviser channel.
LPL recently introduced a new recruiting deal for employee advisers that has two parts. The first is an initial signing bonus of up to 150% of an adviser’s prior-year total revenue when the adviser or team walks in the door; the second is based on the adviser’s assets.
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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.
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