LPL Financial Welcomes Williams Tax & Financial Services
LPL Financial announced that the advisory team from Williams Tax & Financial Services has joined its broker-dealer and RIA platform. The team, led by Steve Williams, brings approximately $340 million in client assets and transitions from Cetera to LPL.
Key figures
- Total clients
- 8000000
- Assets brought
- $340 million
- Total advisors
- 32000
- Total institutions
- 1100
- Total platform assets
- $2.3 trillion
AI analysis
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