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LPL Financial nabs $400M advisory group from Cadaret Grant

Wellesley Financial Planners has joined LPL Financial LLC's broker/dealer and corporate registered investment adviser platform.

The group, which has served approximately $400 million of client brokerage and advisory assets as of Aug. 22, joins from Cadaret Grant & Co. Inc. It is led by Greg Spicer and includes five advisers under the Wellesley name and four independent advisers.