LPL Financial's regional strategy continues to bear fruit, this time luring in an unusual catch – two advisors from one of the top five independent RIAs in the country, Ronald Blue.

Andy Lubben and Kirk Wilkerson, both of whom spent 12 years at Ronald Blue where they managed $185 million in client assets, are moving to Merit Financial Advisors. The pair serves a niche market of widows and recently divorced women, according to an LPL release.

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

Don't have an account? Register for Free Unlimited Access