IAN WENIK, CITYWIRE RIA
Editor’s Picks
community Jun 05, 2024
Technology Jun 05, 2024
Artificial Intelligence Jun 05, 2024
Opinion Jun 04, 2024
Opinion May 30, 2024
breakaway Jun 11, 2024
Tim Woodall and Dustin Raring have launched Highway One Capital.
By Payton Guion
Twitter Facebook Linkedin WhatsApp >print comments
Two longtime friends who together managed $500m in client assets at First Republic Bank — and then JP Morgan — have launchedtheir ownpractice through LPL Financial’s Strategic Wealth Services division, LPL announced Tuesday.
Tim Woodall and Dustin Raring, based in Newport Beach, Calif., have formed Highway One Capital, named after the legendary coastal route running from Mendocino County to Orange County.
Woodall and Raring teamed up in 2012, while both were at UBS, and primarily serve business owners and high net worth multigenerational families, according to LPL. The pair are joined by client support staffer Taylor Ford.
To continue reading, register for a free Citywire account
By clicking Register you agree to our .
Our privacy policy is available to read at any time here.
To read this article please sign in
Don't have an account?
Twitter Facebook Linkedin WhatsApp >print comments
Related News
LPL adds $705m Oklahoma team to HNW affiliation model LPL adds $4.6bn team from Lincoln LPL reels in $215m San Diego team from Osaic
Show and add comments
Loading...
Leave a comment
Please sign in or register to comment. It is free to register and only takes a minute or two.
Sign in Register
Earnings Jun 14, 2024 Story By Sam Bojarski
In April, Sanctuary executives discussed the company’s 2023 financial performance metrics in a closed-door meeting with partner firms in the East Coast region.
Jun 14, 2024
By Sam Bojarski
ETF news Jun 14, 2024
By Tania Mitra
photo gallery Jun 14, 2024
Technology Jun 13, 2024
By Sam Bojarski
Opinion Jun 13, 2024
By Citywire RIA
Advisor moves Jun 13, 2024
By Payton Guion
More Top Stories
IAN WENIK, CITYWIRE RIA
Editor’s Picks
community
Technology
Artificial Intelligence
Opinion
Opinion
Get the latest news in your inbox
By clicking Sign up you agree to our .
Our privacy policy is available to read at any time here.
Opinion & Analysis
Practice Management Story By Jake Indursky
Team-based practices produced an average of $21m in net asset inflows in 2023, compared to $8m on average for solo practices, according to Cerulli.
Opinion
Fund analysis
Opinion
Opinion
Opinion
Read more
Better Business
Practice Management Story By Sam Bojarski
Client surveys and regular meetings with advisors are two ways to build a consistent client experience, Wealth Enhancement Group chief executive Jeff Dekko and Summit Financial chief executive Stan Gregor said at Goldman Sachs' inaugural RIA conference.
Practice Management
Opinion
Financial Planning
From Kitces.com
Financial Planning
Read more
Connect
photo gallery Story By Citywire RIA
Another selection of the best pictures from Citywire RIA's CIO Summit in Austin, Texas.
photo gallery
photo gallery
Read more
ETFS
ETF news Story By Tania Mitra
The asset manager has applied for an exemption previously patented by Vanguard.
Fund Launches
Gatekeeper Views
ETF news
Gatekeeper Views
Read more
Private Assets
Gatekeeper Views Story By Eva Thomas
RBC's recommended list will more than likely be rebranded in the next couple of months to be inclusive of active ETFs, says gatekeeper Aaron Hanson.
SEC
private markets
fund raising
Alternatives
Gatekeeper Views
Alternatives
Read more
Publications
Due Diligence Report 2024
This special report examines the case for investing in small and mid-caps, hearing from managers and fund buyers on where they are finding green shoots.Discover all publications