when she joined independent advisor platform LPL Financial. She started SageMint Wealth as a women and minority-led team shortly after. Today there are seven people on the team servicing roughly ...

The broker-dealer giant is pressing on with its strategy to attract advisors as a Connecticut-based team joins its network.

A four-member Osaic advisory team overseeing $1 billion in advisory, brokerage and retirement plan assets is the latest to defect to LPL Financial. Salient Wealth Planning Group, founded by John P.

A second father-son financial advisor team has left Osaic to join LPL Financial’s broker-dealer, RIA and custodial platforms in less than two months. Bart Lewellyn and Alex Lewellyn manage about ...

LPL has taken another step in its recruitment efforts for 2025 as a multigenerational advisor duo joins its network in the Pacific Northwest. LPL Financial announced Wednesday that it has welcomed ...

Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

The team at Charter Oak Wealth Partners turned to LPL after extensive market research to enhance service capabilities and propel the next phase of its development. Like Academy Financial, which joined ...