Duo managing $320 million moves to LPL from Securities America
The Altamonte Springs, Florida-based team is using the services of Synergy Wealth Alliance, an OSJ affiliated with LPL.
Guy Blakey and Karl Willard, who manage $320 million, have changed their broker-deal affiliation and their corporate registered investment adviser and custodial platform to LPL Financial from Securities America.
The two, who are based in Altamonte Springs, Florida, are using the services of Synergy Wealth Alliance, a large office of supervisory jurisdiction affiliated with LPL Financial.
[MORE: LPL doubles recruited assets in 2021]
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