LPL Financial Picks Up $450 Million Raymond James Team

An advisor team that oversaw $450 million in assets left Raymond James Financial to join LPL Financial’s Strategic Wealth Services program.

Sheehan Wealth Partners is the 30th team to join SWS since LPL launched the program in 2020. SWS provides advisors with additional support in setting up and operating independent practices. LPL, the nation’s largest independent broker-dealer, created the unit in hopes of enticing advisors who work as employees at large brokerage firms.

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