InvestmentNews14h
LPL welcomes $630M sibling advisor duo from Corebridge
In New Jersey, LPL Financial welcomed Carmen and Chris Lex of Lex Wealth Management to its broker-dealer, RIA, and custodial platforms. The Marlton-based advisors previously worked with Corebridge ...
Advisor with $130 Million Joins Ameriprise from LPL to Meet Clients’ Unique Needs and Create Practice Efficiencies
Financial advisor Jeff Impey, CFP ®, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL ...
LPL Financial: Lex Wealth joins broker-dealer, RIA, custodial platforms
LPL Financial (LPLA) announced that financial advisors Carmen M. Lex Jr. and Chris Lex have joined LPL Financial’s broker-dealer, Registered ...
LPL Financial Welcomes Lex Wealth Management
LPL Financial LLC announced today that financial advisors Carmen M. Lex Jr., CFP®, RICP®, and Chris Lex, CRPC®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and ...
OneSeven Surges Past $5 Billion AUM With Advisor-First Approach
Independent advisor platform experiences significant growth, adding $1.28 billion in AUM and nine new advisor teams in 2024. CLEVELAND, OHIO / ACCESS Newswire / February 11, 2025 / OneSeven, a premier ...