In the first major defection announced since LPL Financial’s purchase of National Planning Holdings, a four-advisor firm with $170 million in client assets joined Securities America.
Benson Financial Group bolted from National Planning weeks after LPL bought its parent with the goal of retaining most of its advisors. Benson Financial will keep its name but merge into another practice that recently left National Planning, according to a statement this week by Securities America.
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