InvestmentNews1d
Father-son advisor team finds new home at LPL
The two advisors, who previously managed $320 million at Osaic, are joining the broker-dealer giant's network in Oregon.
LPL Financial: Lewellyn Wealth joins broker-dealer, RIA, custodial platforms
LPL Financial (LPLA) announced that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s ...
LPL Welcomes Lewellyn Wealth
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 custodial platforms. They reported serving ...
Financial Advisor1d
LPL Lures Another Father-Son Team From Osaic
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 ...