Advisors to call now

Books with a lower bound of $250M or more, at person or team scope.

Changes on what you follow · Describe your platform to see fit

Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

Nicholas Bennett LPL Financial LLC, Lawrence, Ks
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $380M; portable $304M to $342M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
Andres Curiel LPL Financial LLC, Merced, Ca
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.8B; portable $1.4B to $1.6B
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
Dexter Grafton LPL Financial LLC, Winter Park, Fl
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $580M; portable $464M to $522M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
P•••••• B•••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $715M; portable $572M to $644M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
E••••• S••••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, L•••••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $660M; portable $528M to $594M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
P•••••• S•••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.7B
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; mid-move on the record.
S••••• D•••• L•• F•••••••• L••, B•• C•••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $615M; portable $492M to $554M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
L•••• M•••• L•• F•••••••• L••, B•• C•••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $615M; portable $492M to $554M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
R••• S••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G•••• B••• W•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $730M; portable $584M to $657M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
M•••••• F•••• U•• F•••••••• S••••••• I•••, P••••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.5B
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
D••• J•••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $715M; portable $572M to $644M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 25 related advisors, 11 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B•••• G••••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.8B; portable $1.4B to $1.6B
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• G•••••• L•• F•••••••• L••, W••••• P•••• F•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $580M; portable $464M to $522M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••••• A•••• L•• F•••••••• L••, G••••••••• S•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.2B; portable $1.0B to $1.1B
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••••••• B••••• U•• F•••••••• S••••••• I•••, P••••••• N•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.5B
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 39 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
A••• J•••• R•• C•••••• M••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.1B; portable $550M to $770M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• W••••• L•• F•••••••• L••, B•• C•••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $615M; portable $492M to $554M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
V•• S••••••• L•• F•••••••• L••, L•••••••• K•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $380M; portable $304M to $342M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
R•••••• C•••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, H•••••••• H•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.1B; portable $880M to $990M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••••• F••••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $305M; portable $244M to $274M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
W•••• M•••• L•• F•••••••• L••, B•• C•••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $615M; portable $492M to $554M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J•••••• G••••• M••••• S••••••, B••••••••• H••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $840M to $1.1B
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• M•••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, S•• D••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.1B; portable $880M to $990M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 7 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C••••••••• D•••••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.7B
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; mid-move on the record.
M••• S•••••••• R•• C•••••• M••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.1B; portable $550M to $770M
Team
5 move with them
Contact
Unresolved
no contact route found
Before a call: a dated reason to call now; a contact route.
J••••••• B••••••• R••••••••• C•••••• M•••••••••, N••••••• P•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $2.0B; portable $1.2B to $1.7B
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 10 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; mid-move on the record.
A••••• B•••••• M•••••• L••••• P•••••• F••••• • S•••• I•••••••••, A••••• C•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $450M; portable $338M to $382M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
M•••••• T•••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $715M; portable $572M to $644M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 24 related advisors, 14 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
C•••••• M•••• L•• F•••••••• L••, M•••••• C•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.6B; portable $1.3B to $1.4B
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
T••••• C••••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, W••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $305M; portable $244M to $274M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 2 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B•••• B•••••••• L•• F•••••••• L••, G••••••••• S•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.2B; portable $1.0B to $1.1B
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••• C••••• M••••• S••••••, B••••••••• H••••• M•
wirehouse
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.4B; portable $840M to $1.1B
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
G•••••• D••••••• L•• F•••••••• L••, B•• C•••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $615M; portable $492M to $554M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
B•••• C•••• R•••••• J•••• F•••••••• S••••••• A•••••••• I••, G•••• B••• W•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $730M; portable $584M to $657M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 5 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route; joined the current firm under a year ago.
M•••• M•••• L•• F•••••••• L••, C••••••••• O•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $715M; portable $572M to $644M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 11 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••• M•••• L•• F•••••••• L••, B•• C•••• M•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $615M; portable $492M to $554M
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 9 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
J••••••• M•••••• R•• C•••••• M••••••• L••, B••••••••• H••••• M•
national broker-dealer RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.1B; portable $550M to $770M
Team
5 move with them
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
S•••• A••••• L•• F•••••••• L••, G••••••••• S•
broker-dealer affiliated
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $1.2B; portable $1.0B to $1.1B
Team
6-person high-confidence team
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: a dated reason to call now; a contact route.
N••••••• R••••• M•• F•••••••• A•••••••• L••, W••••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $147M to $262M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at mdtfa.com (firm_website)
Who else to call: 6 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now; joined the current firm under a year ago.
M•••••• C••••••• T•• C••••••, P••••• T•
independent RIA
No dated fact on this record clears DFX’s evidence bar.
Timing
Nothing current
Value
$250M+
Team book $250M to $500M; portable $202M to $359M, revenue at most $5M (transfer share is a judgment)
Team
4 move with them
Contact
Direct
published business email at tfr-inc.com (firm_website); LinkedIn profile
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Missing: who works with them (team unresolved); a dated reason to call now.
Before a call: a dated reason to call now.

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