Team managing $385 million switches to LPL from Raymond James
Jim and Andrew Wallisch change affiliations of Fox Chapel, Pa.-based firm
Jim Wallisch and Andrew Wallisch, who manage $325 million in brokerage and advisory assets and an additional $60 million in 401(k) assets, have switched their broker-dealer and corporate registered investment adviser affiliations to LPL Financial from Raymond James.
Joining the father-and son-team in the move are Jim Wallisch’s other son, Jonathan, and two staff members.
[More: See more adviser moves in InvestmentNews’ Advisers on the Move database.]
The senior Mr. Wallisch began his securities career in 1984 at Prudential-Bache Securities. He launched his independent practice in 1990 and affiliated with Raymond James in 1996.
Andrew Wallisch joined the business seven years ago.
[More: LPL to broaden recruiting reach in 2020]
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