DakotaLogo2024
DakotaLogo2024
Book A Demo

FUNDRAISING NEWS | October 30, 2024

LPL Adds $205M Northern CO-based Team from Cambridge

Tags: Personnel, Financial Advisor Move

LPL announced the recruitment of Goodwin Petrilli Financial, a Fort Collins, CO-based RIA managing $205M in advisory, brokerage, and retirement plan assets, in an October 30 press release.

Goodwin Petrilli is composed of advisors Randy Petrilli, Matt Goodwin, Travis Whitaker, and Jeff McWhorter. The firm was started by Matt Goodwin’s father Harry and most recently affiliated with Cambridge Investment Research before the move to LPL. It offers a comprehensive range of financial and investment management services to clients across northern Colorado. 

View the press release here.

New call-to-action

Written By: Dakota

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy