Two firms overseeing $378 million affiliate with Woodbury
Next Financial and Kestra Financial lose out in B-D swap.
Life Wealth Principles, which oversees $312 million in assets in Golden, Colo., and National Financial Advisors, which oversees $66 million in assets in Denver, have affiliated with Woodbury Financial Services.
Life Wealth Principles, headed by Mitch Moore, was formerly affiliated with Next Financial Group.
(More: Woodbury latest firm to expand by adding bank brokers)
National Financial Advisors, led by Thomas Niver, had been with Kestra Financial Services for 16 years.
Both firms provide a wide range of planning and investment services.
(More: Advisers with billions in AUM leaving Wall Street)
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