Merrill Loses FA Group to Raymond James in Ohio
The mother-son group of Paulette and Beaux Treguboff sign up with LPL’s broker-dealer and corporate RIA platforms and will take advantage of it as their custodian, aligning with Gladstone, LPL says. The set, who previously handled $150 million in advisory and brokerage assets, have actually formed a new independent practice Homestead Wealth Management, based in Glendale, Ariz., LPL says.
Paulette Treguboff has actually been a monetary consultant since 1994 while Beaux Treguboff had been a dairy farmer on his great-grandfather’s homestead until joining his mother in 2008, LPL says. The team chose to leave Morgan Stanley for LPL to guarantee connection of business along with to get more self-reliance, especially since the bulk of their clientele are blue-collar investors, LPL says.
” We wish to own our service and have the autotomy to do what’s right for our clients,” Beaux Treguboff says in a statement. “By joining LPL and Gladstone, we can offer extensive financial preparation services to any client we wish to serve, not simply those with big accounts.”