Adviser partners John Gallagher and Mark Levin, who managed $2 billion at Morgan Stanley, have formed Maverick Partners Wealth Management and affiliated with LPL Financial through Gladstone Wealth Partners, one of the broker-dealer’s offices of supervisory jurisdiction.
Maverick also will use LPL’s corporate registered investment advisor platform and use LPL as its custodian.
The firm opened an office in Marlton, New Jersey, in the suburbs of Philadelphia, where they previously worked.
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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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