Oppenheimer adviser managing $550 million goes indie with LPL
Ken South and his team open Tower 68 Financial Advisors in Newport Beach, California.
Ken South, who managed $550 million at Oppenheimer in Newport Beach, California, has gone independent and affiliated with LPL Financial through its service for breakaway brokers.
South, who named his firm Tower 68 Financial Advisors after the stand where he served as a lifeguard during his teens, was joined by his former Oppenheimer colleague, Steve Arcos, who will serve as the firm’s chief operating officer.
[More: Morgan Stanley bucks trend of more advisers leaving wirehouses]
Being an only in the financial industry has been challenging
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