The brother team of Blake and Drew Turner, who managed $210 million at Wells Fargo Advisors in Atlanta, have joined LPL Financial’s Linsco unit as employees. Drew Turner began his career in 2004 at Wells Fargo where he teamed with ...

RBC Wealth Management said it recruited financial adviser Ryan McHugh, who oversees approximately $270 million in client assets. McHugh, who will join the firm’s branch in Bend, Oregon, is an 11-year industry veteran who most recently worked at UBS Financial ...

Three wealth management practices overseeing more than $612 million in total client assets have joined AmeriFlex Group’s network. Pilkington Financial of Sterling, Colorado, manages $289 million in client assets. The three-person wealth management firm includes Curt Pilkington, Derek Pilkington and ...

Mercer Global Advisors, a Denver-based registered investment adviser managing $39 billion, has acquired Benemark Inc., an RIA firm managing $230 million in Westport, Connecticut. Founded in 1995 by partners Robert A. Medvey and Gregg G. Padilla, Benemark serves approximately 70 ...

Janney Montgomery Scott announced the addition of a team of three advisers who were previously affiliated with Wells Fargo Advisors and manage more than $300 million. The team operates as RCC Wealth Management in Spartanburg, South Carolina, and includes advisers ...

Terry N. Estes, who managed $156 million at Edward Jones in Monroe, North Carolina, has gone independent and affiliated with Raymond James. Estes joined Freedom Street Partners, a partnership of independent advisers affiliated with Raymond James Financial Services Inc. and ...

Jennifer Main, who managed $220 million at Edward Jones in Oskaloosa, Iowa, has joined Raymond James & Associates – the employee adviser channel of Raymond James. Main, along with her two associates, operates as Main Wealth Management of Raymond James. She had ...

For Anthony David, taking his business independent was also deeply personal. The father of three, a first-generation Filipino American, was approaching 20 years at Morgan Stanley when his second son arrived 14 weeks prematurely in 2019. For the next four ...

Charles Patrick O’Connor, who managed $450 million at Morgan Stanley, has joined Baird in Yakima, Washington, Baird announced Tuesday. Separately, Thomas Helms and Scott Shadid, who led a team managing more than $400 million at Morgan Stanley in Durango, Colorado, ...

Lars Lambrecht, an adviser who managed $155 million at Ameriprise Financial Services, has rebranded his practice as Island Time Financial Services and affiliated with SagePoint Financial, part of Advisor Group. Lambrecht and his two-person team are based in Rehoboth, Massachusetts, ...