Six-adviser firm managing $240 million switches to LPL

Highlander Financial Group, based in Rockville, Md., is led by a former pro baseball player.

AUG 14, 2019

By Bloomberg

Highlander Financial Group, a six-adviser hybrid managing $240 million in Rockville, Md., has switched its broker-dealer and RIA affiliations to LPL Financial from MML Investors Services. (More: See more adviser moves in InvestmentNews' Advisers on the Move database.) The advisory team, led by founder and former professional baseball player Casey Craig, consists of P.J. Horan, Michael Glassman, Mariah Lightfoot, David Vang and Allen Haney, and is supported by a staff of three. Mr. Craig began his securities career in 2001 and worked at several firms before affiliating with MML in 2015. [Recommended video: Chasing the dream: Journey from athlete to adviser]

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