Advisor John Carroll, who was formerly a financial advisor at Merrill Lynch, is moving his $130 million practice to an LPL affiliate in large part because of the retirement plan services offered by the firm. So reports Financial Planning. LPL affiliates Financial Partners and Pensionmark Retirement Group provide a high level of services along with technological and operational support, maintains Alexandria, La.-based Carroll.
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Retirement Services Help LPL & Merrill Lynch
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