The two advisors, who previously managed $320 million at Osaic, are joining the broker-dealer giant's network in Oregon.

According to today’s release, the Lewellyns joined LPL after “extensive due diligence.” Scott Posner, LPL’s executive vice president of business development, welcomed the team, declaring LPL “a ...

LPL Financial (LPLA) announced that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s ...

SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer, RIA and ...