People Moves
Who's Moving Where In Wealth Management? – LPL Financial, RBC Wealth Management – US
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The latest senior wealth management moves, appointments and personnel changes in the North American sector.
LPL Financial
A Seattle-based group with about $1 billion of advisory,
brokerage and retirement assets has joined LPL Financial from
Northwestern Mutual.
The firm, Prince Financial Services, was founded by Julie
Prince and Dave Burnett. It is led by partners Prince, Burnett,
Cade Mossman, Conner Gehring, and David DeYoung.
RBC Wealth Management – US
RBC Wealth Management – US has welcomed the Mork Wealth
Management Group to its Lake Oswego, Oregon branch.
The team has joined from UBS where it oversaw $250 million in client assets. The group is led by father-son financial advisor team Bob and Andrew Mork, with Ryan Wilkinson joining as an investment associate.