other
Linsco by LPL Financial
In PWD coverage since September 1, 2026 · 1 story
+11Talent net · 12 months12 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +11 · 12 arrivals · 1 departures
Arrivals
Jonathan Lewis
Aug 28 · from Wells Fargo
Greg Gates
Aug 28 · from LPL
Preferred Financial Group
Aug 25 · from Harbour Investments Inc.
Paxel Financial Consulting
Aug 25 · from Cetera
Mariner Advisor Network
Aug 25 · from Mariner Advisor Network
Tony Conte
Aug 23 · from Cambridge Investment Research
Departures
James Slaughter
Aug 31 · to Cetera
PWD coverage
Moves
LPL's Linsco pitch is winning wirehouse talent
Three advisors left Morgan Stanley and RBC for a W-2 independent practice, the latest proof LPL's employee channel is the toughest rival the big banks have.