IFP Snags $700M Commonwealth Team in Upstate New York
Yahoo Finance·2025-12-11 00:31
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Independent Financial Partners, a Tampa, Fla.-based independent broker/dealer and RIA, has added a five-advisor team with more than $700 million in client assets from Commonwealth Financial Network, which was acquired by LPL Financial this year. CenterBridge Planning Group, led by Jeff McCabe, Pat Mahardy, Joe Lazzaro, Brent Schleicher and Andy Burr, is one of IFP’s largest single-team transiti ...