confirmedWirehouse → Independent

Casey O'Connor Group

Merrill LynchLPL Financial (Linsco)
Monday, February 26, 2024
AUM

$1.4B

Team Size

5

Location

,

Region

Northeast

Merrill LynchLPL FinancialmovesBreakaway
Destination Firm

LPL Financial

Typeindependent
Advisors23,000
Total AUM~1600B
Net 30d+2
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