Advisor moves: $275M family practice leaves LPL for Osaic, LPL attracts Osaic team in Mississippi

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Aug 7, 2025

Meanwhile, Ameriprise has lured a 28-year veteran advisor away from Merrill in Pennsylvania, and taken over a bank-based investment program from Osaic in Michigan.

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Advisor moves: $275M family practice leaves LPL for Osaic, LPL attracts Osaic team in Mississippi

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