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father son advisory team transitions to lpl financial with 1.3 billion assets

William “Bill” Bruen, Jr. and his son Andrew have transitioned their $1.3 billion advisory practice from UBS to LPL Financial, partnering with Paradigm Partners. The Bruen family has a legacy in the industry dating back to 1922, emphasizing client care and autonomy in their new independent model. This move comes amid LPL's recent challenges, including an $18 million penalty from the SEC for anti-money laundering failures, and a strategic shift following the disaffiliation of the Wealth Enhancement Group.
Wealth Management
United States Dollar Wealth Enhancement Group LLC LPL Financial Holdings Inc. USA Dan Arnold Rich Steinmeier Gary Gensler James Bruen Donald Trump Andrew Bruenjes Show more
Business & Industry, News Article
17:46 27.01.2025
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