LPL Notches 50th ‘Strategic Wealth’ Hire With $425-Mln RBC Team – AdvisorHub

San Diego-based EverMark Investment Partners includes advisors Matthew F. Sweeney, John T. Folsom and Tanner J. Carter and previously oversaw around $425 million in client assets at RBC. Folsom and Sweeney partnered at Merrill Lynch in 1996 and moved to RBC in 2019. Carter started his career at RBC that same year and joined the EverMark team.

Source: LPL Notches 50th ‘Strategic Wealth’ Hire With $425-Mln RBC Team – AdvisorHub