LPL Financial lost a four-advisor hybrid RIA managing $150 million in client assets to Triad Advisors, becoming the sixth new firm to join Triad’s platform this year.
Claris Financial founder John Paxton, along with colleagues Daniel Murphy, Christopher Farver, and Aaron Gibbs, switched broker-dealers after eight years with LPL, their new partner announced this week. The suburban Richmond, Virginia, firm had been with LPL since Paxton launched it in 2009.
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