Products
Data Sets
Integrations
Services
FUNDRAISING NEWS | October 17, 2024
Tags: Personnel, Financial Advisor Move
LPL Financial has signed another advisory team from Raymond James, recruiting a nine-person, Florida-based group overseeing approximately $450M in advisory and brokerage assets.
According to an October 16 press release, financial advisors Michael Collins, Jim Spicer, Ryan Roy, Gary Hummel, Robert Torris, David Zaccagnino, Steven Laesser, and Mark Wolf will join LPL, accompanied by registered assistant Logan Wolf, and operate out of St. Petersburg, FL.
The addition is LPL’s third pull from the wirehouse’s advisory network in October after recruiting $2.1B Noble Group and a $340M Morristown, NJ-based duo, as reported by Dakota on October 4 and October 8, respectively.
Dakota also reported on Raymond James’ recruitment of a $250M LPL advisor of nearly 20 years to its independent advisor channel on October 8.
View the press release here.
Written By: Dakota
LPL Scores $630M NJ Team from Corebridge
February 11, 2025
Ameriprise Nabs $130M Metro Sacramento Advisor from LPL
February 11, 2025
Bryn Mawr Trust Lands Doylestown (PA) Team from Truist
February 10, 2025
$200M NewSpring Wealth Joins Sanctuary Wealth from UBS
February 10, 2025
Wells Fargo Nabs $1.6B Metro LA Broadleaf Wealth Team from UBS
February 10, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
