The Scottsdale, Arizona-based duo, who have a combined four decades of wealth management experience, join from Valic Financial Advisors
Indiana-based Pendill Wealth Management has offices in Bloomington and Mooresville.
The three advisors have joined Baird’s office in Salt Lake City.
New independent wealth firm also specializes in helping women in transition.
San Ramon, California-based Summit Financial Group includes 16 financial advisors.
LPL, Osaic and Cetera Financial Group are all 'fighting amongst themselves' to lure advisors, one recruiter notes.
Burdette Park will launch eponymous firm in Louisville, Kentucky.
Matthew Holbrook is joining Linsco and will launch Coastline Wealth Advisory in Irvine, California.
The firm, founded in 2009 during the financial crisis, is ready for its next phase.
The total of 6,757 advisors moving between advisory and brokerage firms in the first half is the lowest level seen in the data, which go back to 2009.
The ESOP Group, founded in 1989, specializes in working with business owners on the sale of their businesses.
The four join the fast-growing wealth management business from separate firms.
The team in Arundel County, Maryland, join LPL's broker-dealer, RIA and custodial platforms.
The Swiss-headquartered wealth manager has expanded its advisor head count in Ohio.
Firm has big plans for growth, acquisitions.
Brendan Wood has managed approximately $130M in assets, most recently with Merrill Lynch.
Veritas Legacy Wealth launches with support from LPL Financial's Strategic Wealth Services.
The addition of James Ford & Duble Wealth Partners grows RBC's footprint in the Great Lakes region.
Forbes-recognized advisor in Ponte Vedra, Florida, leaves bank for independent.
The trio of advisors have launched their new firm, Pinnacle Private Wealth Advisors, in Bellevue, Washington.
