January 25, 2022
Merrill Lifer on Breaking New Ground: The Leap to Independence with LPL Strategic Wealth Services
The Diamond Podcast for Financial AdvisorsAbout this episode
Josh Brown went from mechanical engineer to the Merrill training program, building a business from 0 to $650mm. Firm changes prompted him and his team to consider their options, launching Northend Private Wealth on LPL Strategic Wealth Services.