Team managing $100 million at Merrill Lynch goes indie with LPL
Father-and-son duo in Lufkin, Texas, affiliates with B-D and uses RIA platform.
A father-and-son team managing $100 million at Merrill Lynch in Lufkin, Texas, has formed Brookshire & Brookshire Wealth Management, an independent hybrid. The firm has affiliated with the broker-dealer unit of LPL Financial and is using its corporate registered investment adviser.
(More: See more adviser moves in InvestmentNews’ Adviser on the Move database.)
Brent Brookshire has served as a financial adviser with Merrill Lynch for 20 years. His son, BJ, joined the firm in 2013.
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