Merrill loses $123 million adviser to hybrid
Ric Kellogg joins IHT Wealth Management in Texas.
Ric Kellogg, who managed $123 million in assets at Merrill Lynch in Dallas, Texas, has joined IHT Wealth Management in Southlake, Texas, and affiliated with LPL Financial as his broker-dealer.
Mr. Kellogg joined Merrill Lynch in 2005 from AXA Advisors. He began his career in 1995 at AXA’s predecessor, Equitable Life.
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