LPL Financial (LPLA) announced that mother and son team, Sheri Johnston and Jason Hotzler, from ProsperLane Financial have joined LPL Financial’s broker-dealer, Registered Investment Advisor. They reported serving approximately $250M in advisory, brokerage and retirement plan assets. Johnston joins LPL from Edward Jones and Hotzler from Thrivent Investment Management.
Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPLA Earnings this Week: How Will it Perform?
- LPL Financial: Wyoming Asset Advisors joins Linsco by LPL Financial
- LPL Financial: Gallagher Wealth joins broker-dealer, RIA, custodial platforms
- Charles Schwab price target raised to $84 from $83 at BofA
- LPL Financial: Waznik Heike Group joins broker-dealer, RIA, custodial platforms