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FUNDRAISING NEWS | October 04, 2024

LPL Secures $2.1B Noble Group from RayJay

Tags: Personnel, Financial Advisor Move

LPL Financial has added wealth management firm The Noble Group from Raymond James, where it serviced approximately $2.1B in advisory, brokerage, and retirement plan assets.

According to an October 3 press release, the Texas-based wealth manager is led by President and CEO Joey Rose and comprises a team of nine advisors and 13 support staff. The group specializes in serving high-net-worth families, retirees, and business owners, operating mainly in Sugar Land, TX, with a registered office in Dallas.

The Noble Group is LPL’s most recent addition and follows closely on the heels of LP completing its acquisition of $100B New-York based Atria Wealth Solutions, as reported by Dakota on October 2. 

View the press release here.

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Written By: Dakota

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