The Connecticut-based advisory team brings five veteran advisers.
LPL Financial, a California-headquartered wealth management firm, has announced that Buell Wealth Management (Buell) has joined its broker-dealer and registered investment adviser (RIA) platform, bringing approximately US$370m in advisory, brokerage and retirement plan assets. The group serves high-net-worth individuals, retirees and business owners Buell, based in Connecticut, transitions from Buell Securities Corp, a firm with roots dating back to 1921. It is led by Chris Berris, who