Duo managing $320 million moves to LPL from Securities America

Guy Blakey and Karl Willard, who manage $320 million, have changed their broker-deal affiliation and their corporate registered investment adviser and custodial platform to LPL Financial from Securities America.

The two, who are based in Altamonte Springs, Florida, are using the services of Synergy Wealth Alliance, a large office of supervisory jurisdiction affiliated with LPL Financial.

[MORE: LPL doubles recruited assets in 2021]

Best Places to Work firms go a step further

The post Duo managing $320 million moves to LPL from Securities America appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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