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November 16, 2020 at 01:36 PM
LPL Financial’s San Diego campus.
A two-man advisor team with about $2 billion in client assets has left Morgan Stanley to join LPL Financial’s broker-dealer and corporate RIA platform and align itself with RIA hybrid Gladstone Wealth Partners, which supports LPL-affiliated advisors.
John Gallagher and Mark Levin have been partners since 2013, LPL said Monday.
The advisors, who work with high-net-worth families, foundations and business organizations, have formed the new firm Maverick Partners Wealth Management and will be leveraging LPL as a custodian.
They moved their office to Marlton, New Jersey, about 25 minutes from downtown Philadelphia. They are assisted by a four-member office support staff.
“To make this move now, during a global pandemic and in the midst of market uncertainties, was a huge, carefully calculated decision,” Gallagher said in a statement. “We are entrepreneurs at heart and have decided to build a business that is our own, where we can be fiduciaries and keep our clients’ best interests at the forefront of everything we do.”
