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LPL Financial indicates that two advisors have joined his network since Morgan Stanleywhere they held approximately $215 million in advisory, brokerage and pension plan assets.
Adam Hutchinson and Robert Gibbs joined Red Bank, New Jersey River’s Edge Wealth Partnersa firm backed by LPL Strategic Wealth Services.
LPL Strategic Wealth Services provides advisors with one-on-one support for day-to-day operations, including account transitions and introductions to LPL resources, as well as long-term executive and business management coaches who manage business functions in the goal of giving advisors more time to focus on their clients. , according to LPL.
Hutchinson and Gibbs develop financial plans and investment strategies for a range of clients, including families and business executives, LPL says.
“Adam and I are thrilled to now have access to the tools of a big business with the feel of a small business, which is something we’ve always wanted,” Gibbs said in a statement about the move.
“We love being part of a team of advisors at River’s Edge, where we can all collaborate and share ideas. We also value LPL’s technology, compliance, marketing and account resources, which allow us to spend more time with our customers, which is what we care about most,” he added.
Hutchinson has been in the industry since 2006 when he registered with MML Investor Servicesand has also been registered with Wells Fargo Advisors and Morgan Stanley, according to its BrokerCheck filing.
Gibbs has been in the industry since 2014, when he signed up with Merrill Lynchand has also been registered with PNC investments, Wells Fargo Clearing Services and Morgan Stanley, according to its BrokerCheck filing.