Products
Integrations
Services
Company
FUNDRAISING NEWS | September 27, 2024
Tags: Personnel, Financial Advisor Move
LPL Financial has added financial advisors Jeff Minucci and David Ryzman from Osaic, where they serviced approximately $150M in advisory, brokerage, and retirement plan assets, according to a September 26 press release.
In their transition to LPL, the Texas-based advisors have launched their own firm, Greenpoint Wealth Management, specializing in retirement planning. Both have been in the industry for more than 20 years with almost the same career profile, having shared experience at six firms since 2001, eventually integrating into an independent practice.
According to Dakota data, LPL Financial manages approximately $1.4T assets across its various platforms and has over 22,000 advisors.
Written By: Dakota
March 08, 2024
November 23, 2024
December 11, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Terms of Use | Privacy Policy | California Privacy Policy