The Financial Planning Association has elected a new Board of Directors for 2018. Richard Salmen, CFP (FPA), who has served in the past as a national President of the Financial Planning Association, is currently the Chief Executive Officer of Northern Financial Advisors, Inc.
The wirehouse is seeking a temporary restraining order to halt Brian Lynch from soliciting the team’s clients, as it also pursues an arbitration claim. Morgan Stanley claims that the former junior advisor violated his obligations to the firm by retaining a list of names and contact information from his former team’s clients, which he then solicited to move with him to his new firm, Kathmere Capital Management, which is affiliated with LPL Financial.
Eccleston Law, LLC is proud to become a supporting partner of the FPA of Florida. The goals of the Financial Planning Association (FPA) are to promote the value and necessity of financial planning and to be the voice in the community regarding the success of the financial planning profession.