Subscribe

FSC adviser managing $200 million switches to LPL

FSC

Joel Drake in Des Moines, Iowa, is affiliating through The Wealth Consulting Group, an office of supervisory jurisdiction.

Joel Drake, who manages $200 million in Des Moines, Iowa, has changed his broker-dealer affiliation and registered investment adviser platform to LPL Financial from FSC Securities, part of the Advisor Group.

Drake affiliated through an LPL office of supervisory jurisdiction, The Wealth Consulting Group, and will use its office in Des Moines.

[More: LPL adds 385 advisers in record-setting first quarter]

Related Topics: , , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print