UBS Loses FAs Collectively Managing $365 Million
A five-person advisor team overseeing around $175 million has left UBS to go independent, aligning with Kestra Private Wealth Services, an RIA subsidiary of Kestra Financial, according to Kestra. Melbourne, Fla.-based Three Bridges Planning includes three financial advisors: the father-son duo of Dennis and Brian Laughlin and Brendan McCarthy, Kestra…
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