BofA Private Wealth Duo With $700M AUM Joins LPL In N.Y.

Published on September 10, 2024

LPL today announced that a duo from Bank of America Private Wealth with $700 million in advisory, brokerage and retirement plan assets, has joined its high-net-worth-focused independent employee affiliation model, LPL Private Wealth Management, to launch BrookBridge Private Wealth in Long Island, N.Y.

Continue reading on website
Other news

Fired Raymond James Advisor Ordered To Repay $2M In Loans, Bonuses

September 10, 2024
A fired Raymond James & Associates advisor was ordered by an arbitration panel to pay the firm more than $2 million in compensatory damages and fees, relating to a loan and bonus agreement he executed when he was hired.

Apollo Is Selling $1B a Month of Products to the Wealthy

September 10, 2024
The firm has 10 products spanning credit, real assets, infrastructure and equity, and has added about 200 people who work in wealth over the last five years.