LPL Financial Holdings landed another big recruit, this time an advisor team from rival independent broker-dealer Kestra.
The team, known as Watermark Wealth Management, has 16 advisors, 12 support staff members, and approximately $1.5 billion in advisory, brokerage and retirement plan assets. Founded in 2009, Watermark has offices in Scottsdale, Chandler and Payson, Ariz., as well as Minneapolis, Minn.
( This news/press release has not been altered by investment.net, apart from the headline, and has been obtained from a syndicated source:- https://www.barrons.com/advisor/articles/lpl-financial-advisors-join-from-kestra-s.)