The firm has 10 products spanning credit, real assets, infrastructure and equity, and has added about 200 people who work in wealth over the last five years.
The wirehouse is accusing Corbin Hoffner of abruptly departing for Raymond James and soliciting the clients of a recently retired advisor just days after he took over the accounts.
John Duane and Gregory Giantsos are launching BrookBridge Private Wealth under LPL’s high-net-worth-focused model, LPL Private Wealth Management.