LPL Financial’s Independent Advisor Network adds Economos Private Wealth with $580 million in assets

By Public Technologies
  • LPL Financial Holdings Inc. unit LPL Financial added Nick Economos’ Economos Private Wealth to its LPL Independent Advisor Network.
  • Economos reported about $580 million in advisory and brokerage assets; the team moved from Merrill Lynch.
  • Move expands LPL’s supported-independence channel in the San Francisco Bay Area market.


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