After a courtship that lasted years, an LPL Financial hybrid firm has lured away a former Merrill Lynch advisor and retirement plan specialist with $130 million assets under management.
In making the move, advisor John Carroll affiliated with the RIA platform of LPL hybrid firm Independent Financial Partners and has partnered with LPL's retirement division, Pensionmark Retirement Group.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access