River’s Edge Wealth Partners Joins LPL Strategic Wealth Services
Advisor Tony Frigoletto joins LPL’s new affiliation model designed to support the unique needs of veteran advisors seeking independence. The team joins from Wells Fargo Advisors and reported serving $500M AUM.
LPL Financial Welcomes Raintree Wealth Partners
Advisors Allen Lorenzi, Ira Shapiro and Michael Walker have teamed up to form a new practice, Raintree Wealth Partners, joining LPL Financial and Stratos Wealth Partners. They reported serving approximately $375 AUM.
Equitrust Joins LPL from Advisor Group
Equitrust Financial Group has joined LPL from Securities America, part of Advisor Group. The advisors reported having served approximately $800 million in brokerage, advisory and retirement plan assets.