Subscribe

Lincoln Financial team managing $650 million moves to LPL

financial house lpl From left, Robert Griesemer, Emily Woodson and Joseph Biloon

Financial House, a six-adviser group based in Centreville, Delaware, was established more than 30 years ago and is now in its second generation of owners.

Financial House, a six-adviser group based in Centreville, Delaware, that manages $650 million, has switched affiliations from Lincoln Financial to LPL Financial.

The firm was established more than 30 years ago, and its second generation of owner-advisers consists of Joseph Biloon, Robert Griesemer and Emily Woodson, LPL Financial said in a press release Monday.

Also on the team are advisers Joseph Blair, Leo Strine and Gary Ulrich Jr., along with several planning associates and office support team members.

The firm said the move to LPL will open up more opportunities for the team to recruit new advisers and also grow the practice inorganically, with access to a larger pool of retiring advisers looking to sell part or all of their business.

[More: Moody’s bumps up LPL debt to investment grade from ‘junk’]

Blackstone’s investor redemption limits on REIT explained

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