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After 24 years working at a bank branch, Boyd reflected on his career and came to the conclusion that it was time for a change. “In my quest to live a more holistic life, I knew it was in my clients’ best interest to take more control over my business and operate as a fiduciary in an independent practice.”
Financial Resources Group Investment Services and Gladstone Wealth Partners Announce Groundbreaking Partnership
This merger creates the largest enterprise by revenue and assets on the LPL Financial corporate Registered Investment Advisor (RIA). The combined organization will have 670 registered representatives, in excess of $24 billion in brokerage and advisory assets and over $141 million in revenue with over 155 employees.
The combined entity, Gladstone Financial Resources Group, will have around $24bn in advisory and brokerage assets and 670 affiliated advisors. The combined firm is set to launch on May 15. ‘It’s just a huge opportunity for us together,’ said Gladstone Wealth Group chief executive Richard Frick (pictured, center).
December 17, 2020: LPL Financial, Gladstone Wealth Partners Welcome Mother and Son Team
December 10, 2020: Ex-Well Fargo Advisor Aligns With Gladstone To Join LPL
November 16, 2020: Morgan Stanley Duo Managing $2 Billion Go Indie with LPL
November 16, 2020: LPL Affiliate Gladstone Hires $2-Billion Morgan Stanley Team
October 2, 2020: Gladstone Adds $100m Ex-Wells Advisor
Fall 2020: Gladstone Wealth Group Newsletter
July 27, 2020: $24bn hybrid adds ex-Wells advisor in NJ
April 23, 2020: LPL Affiliates Merge to Create $24 Billion Behemoth
February 21, 2020: RBC, LPL Pull Brokers from Merrill, Wells Fargo
February 14,2020: A Conversation with Rick Frick, CEO of Gladstone Wealth Group
February 14, 2020: Wells Hires from UBS, RBC from Merrill, LPL from Ameriprise
November 11, 2019: CEO Richard Frick Answers 7 Questions with Tony Sirianni of Advisor Hub
July 9, 2019: 3 Million UBS Team Goes Indie With LPL and Gladstone
May 9, 2019: RIA hires ex-Morgan Stanley Regional Head
March 7, 2019: $200m advisor joins nascent RIA partnership
February 27, 2019: LPL Financial and Gladstone Wealth Group welcome Breandan Kelly
February 13, 2019: $2bn New Jersey RIA plans to add 30 advisors in growth push
December 6, 2018: LPL Financial Welcomes Five Advisors to Existing Firm Gladstone Advisors