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.
Around the Table: diversity and inclusion video series
Help for New York Life Insurance Policyholders
If you’re experiencing hardship due to the COVID-19 emergency in New York State, your insurance carrier or annuity provider may be able to help. Find out more about your rights, and see if you qualify for a temporary grace period due to financial hardship.
Blyth & Associates Financial Services Moves to LPL Financial in Midst of Pandemic
“After looking around the industry, we believe LPL is ahead of the curve, and my entire team is excited about the enhanced digital efficiencies that will free us up to spend more time with our clients.” – Bill Blyth
LPL's Commitment to Financial Professionals and Employees During COVID-19
We are focused on providing the service and support our financial professionals and their clients need during this critical time, while ensuring our employees are safe and empowered to deliver on our mission.