John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael Velazquez

Adviser/team AUM: $200,000,000

Move Details

Firm leaving Lincoln Financial
Firm joining LPL Financial
Adviser(s) location

Braintree, MA

Date January 25, 2012
Source Reuters

Latest Moves to LPL Financial

Adviser(s) Date announced
Charlie Strong, Shane Gaddy, Kelly Lee, Kyle BochatJuly 20, 2017
Michael BurkeJune 28, 2017
Shaun BlakesleeJune 26, 2017

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

Featured video

INTV

Proposal to delay the DOL fiduciary rule is a turning point

Senior reporter Mark Schoeff Jr. and managing editor Christina Nelson discuss the Labor Department's latest move and what it means for the future of the regulation and the firms preparing for it.

Video Spotlight

A Teacher’s Lesson Plan

Sponsored by Prudential

Latest news & opinion

Advisers get more breathing room to make Form ADV changes

RIAs can enter '0' in some new parts of the document before their annual filing next year.

Since banking scandal, Wells Fargo advisers with more than $19.2 billion leave firm

Despite a trying year, the firm has said it will sweeten signing bonuses for veteran advisers.

Is LPL's deal sweet enough for NPH's 3,200 reps and advisers?

They will have to decide if the signing package they are being offered by LPL makes sense. A lot is hanging in the balance.

Eduardo Repetto to leave Dimensional Fund Advisors

Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.

Alternative strategies boomed after crisis, but haven't been tested

Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.