People Moves
Who's Moving Where In Wealth Management? β Raymond James, LPL Financial
The latest moves, appointments and personnel changes in the North American wealth management sector.
Raymond James
Raymond James
has welcomed financial advisor Andy Knowles to its independent
advisor channel.
As founder of Knowles Private Wealth in McMinnville, Tennessee, Knowles is joined by client service associates Haile Love and Alex Guthrie. Previously, Knowles was affiliated with LPL Financial and First National Bank of Middle Tennessee where he managed approximately $175 million in client assets.
LPL Financial
LPL Financial
has brought William βBillβ Curtis Loomis, William Curtis βCurtβ
Loomis, and Justin K Hitt of Loomis Wealth Management to LPLβs
broker-dealer, RIA and custodial platforms.
The team, joining from L M Kohn & Company, reported serving about $180 million in advisory, brokerage and retirement plan assets. Based in Harrisonburg, the Loomis firm was founded in 2010.
