Category Archives: News

Home Archive by category "News" (Page 6)

$400M Securities America Team Drops Own RIA to Join LPL

LPL Financial announced that two advisors with a total of about $400 million in advisory, brokerage and retirement plan assets have joined its broker-dealer, registered investment advisor and custodial platforms from Advisor Group’s Securities America. The advisors, Thomas Reynolds and Kathleen Gf...
Read More

Ariz. Advisor With $300M In Assets Leaves Stifel For LPL

Nate Carlon, a Scottsdale, Ariz.-based financial advisor overseeing his own namesake firm, Carlon Wealth Advisors, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, LPL announced today. Carlon was previously with Stifel Financial. Carlon oversees $300 million in advisory, brok...
Read More

JLL Income Property Trust Subscribes $200M DST Portfolio

JLL Income Property Trust has fully subscribed its JLLX Diversified II, DST, a five-property, $200 million diversified portfolio structured as a Delaware Statutory Trust. The DST is designed to “provide 1031 exchange investors the opportunity to defer taxes on gains from the sale of appreciated re...
Read More