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Video 17: How to execute your very first trade (walk through)LPL Financial says BMO Harris Financial Advisors is set to move some $14 billion in brokerage and advisory assets and financial advisors. BMO Harris Bank and LPL Financial signed an agreement in October to transition support of the bank's retail advisory and brokerage business. BMO initially agreed to outsource its $14bn brokerage and advisory business, BMO Harris Financial Advisors, to LPL in Arnold noted.
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