FUNDRAISING NEWS | September 27, 2024
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.
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