An advisory team led by North Carolina–based advisor Robert Mitchell is joining LPL's Linsco division, the independent broker/dealer’s employee-advisor model.
The R.B. Mitchell Team is joining LPL from Stifel, and manages about $410 million in advisory and brokerage assets. It’s the latest in a number of recent affiliations for LPL's division that launched in 2020 and employs advisors as W-2 employees.
According to LPL, Mitchell “never dreamed” he’d one day run a firm like his after he faced homelessness as a young adult. As part of its mission, Mitchell's firm accepts all clients and has no account minimums, the firm said. His team includes wealth associates Joanna Page and Jonathan Peters, as well as Andrea Wisekal, the firm’s client service associate.
The advisory team will serve as the anchor tenant for a new Linsco office in Greensboro, N.C.
“We’re not purely a transactional business—we care about our clients and want to give them the attention they deserve,” Mitchell said. “LPL values that same quality approach; they put their advisors first and that’s something that’s always stood out to us.”
LPL announced two additional Linsco affiliations in recent weeks, including Beltway Wealth Management, a D.C.-based firm with about $360 million in assets under management. The practice is led by advisor Gary Edmonds, who joined LPL from UBS. Additionally, Lisa Tesar, a Cedar Rapids, Iowa–based advisor who heads Tesar Group Investment & Financial Planning with about $260 million in client assets, affiliated with Linsco after moving from Morgan Stanley.
According to LPL, the Linsco W-2 employee model leaves advisors “free to call the shots,” with payouts that range from 50%–70% of their production while maintaining full control of client relationships.
There are more than 50 advisors on the Linsco platform, and its origins lie in LPL's 2019 acquisition of Allen & Company, a Florida-based b/d with 30 advisors and $3 billion in managed assets. Linsco's AUM totals more than $8 billion, including assets from Allen & Company, which represents about half of that total.
This means, you take one article, and you use the article distribution system. It will generate thousands of unique versions of your article, and publish those unique articles to hundreds of websites that are related to your niche.
Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.
So browse through a category and make your preferred selection and come back here to read more choice articles and get a few more helpful tips on ways to help your enhancement.
As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”
We use anonymous cookies and various 3rd-party services to optimise and to offer you a better, more personalised, browsing experience with advanced accessibility enhancements.
Dismiss
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
