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Harrison Kennard

In PWD coverage since September 30, 2026 · 7 stories

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the_wrap

Cetera and LPL add teams from Commonwealth and Cambridge on the same day

A $185 million Commonwealth group and a three-advisor Cambridge team change platforms, while Cetera shifts a retirement practice to Planning Partners.

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million

the_wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

move · Oct 1Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

Moves · Sep 30LPL recruits Lakewood Wealth Management's three advisors from Cambridge

Harrison Kennard

Cetera and LPL add teams from Commonwealth and Cambridge on the same day

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