FUNDRAISING NEWS | May 22, 2024
LPL Financial has added Pilot Financial, who was previously affiliated with Lincoln Financial. This move follows the recent sale of Lincoln's $115 billion wealth business to Osaic, which closed earlier this month. Pilot has a network of 105 advisors nationwide managing approximately $4.6 billion in assets.
Based in Greensboro, N.C., Pilot Financial was founded in 2001 through a series of mergers and has been affiliated with Lincoln Financial since its inception. The firm is managed by partners Chris Roney, Greg Smith, Daryl E. King, and Bill Harnden. It supports independent advisors with strategic planning, coaching, compliance, and administrative assistance.
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John Washington is the Data Research Analyst at Dakota.
