People Moves
Who's Moving Where In Wealth Management? - LPL Financial, Raymond James
The latest moves in the North American wealth management industry.
LPL Financial
Texas-based Salter Financial Group has returned to the
broker/dealer and RIA platforms of LPL Financial, having
come over from Cetera Financial Group. The firm, based in
Beaumont, oversees about $100 million in assets.
Founded in 2006 by financial advisor Phillip Salter, the firm includes financial advisors Blake Worthey and Clovis Van Houten, as well as assistant Dianne Walker.
The business affiliated with LPL from 2006 until 2014 and returned after a change in LPL’s business culture, he said.
Raymond James
Raymond James
has brought Justin G Davi, to Raymond James Financial Services
(RJFS) – the firm’s independent broker/dealer – in Fort Collins,
Colorado.
Davis joins from Wells Fargo Advisors, where he previously managed about $120 million in client assets. Upon joining Raymond James, Davis formed Impact Financial Strategies, providing business owners, professionals and retirees with comprehensive financial planning services, wealth management and succession planning strategies.
In addition, Stephanie Davis, IFS director of client experience (or director of Wow) and RJFS marketing director, also moved to Raymond James.
