LPL, Edward Jones Lose FAs to Advisor Group Broker-Dealers
From Financial Advisor IQ:
Firms on the Advisor Group network of broker-dealers have lured three women-led teams collectively overseeing $250 million, according to news reports.
Woodbury Financial Services has added Avon, Minn.-based Black Financial Services, led by Margo Scepaniak, WealthManagement.com writes, citing Advisor Group’s announcement at its W Forum conference this week. Black Financial was previously affiliated with LPL Financial, according to the web publication.
In addition, FSC Securities has added Santa Maria, Calif.-based Wayfinder Wealth Management, led Teri White, WealthManagement.com writes. Wayfinder Wealth was previously affiliated with Edward Jones, according to the web publication. Also joining FSC is Ft. Worth, Texas-based Haber Wealth Management, led by Tricia Wood, WealthManagement.com writes. Haber Wealth was previously affiliated with Rhodes Securities, according to the web publication.