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LPL adds a $1-billion firm with a family-office mindset and CPA rep base to its growing list of OSJs

Level Four Group is leaving Lincoln Financial Securities with a view toward growth

Wednesday, November 14, 2012 – 5:24 PM by Brooke Southall
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Jake Tomes is looking to LPL to take his firm from 70% transactional to fee-based across the board.


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