LPL Financial (LPLA) announced that the partners of Tennant Financial have joined LPL Financial’s broker-dealer and Registered Investment Advisor platform. They reported serving approximately $1.3B in advisory, brokerage and retirement plan assets and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, Jeremy Berry, CPA and Ryan Wade, MBA, provides financial services to clients throughout New England and nationwide. The three have collaborated since 2000 and together have 75 years of financial services and investment planning experience.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- Prudential, LPL collaborate for Insurance Overlay retirement income strategy
- LPL Financial downgraded to Neutral at Rothschild & Co Redburn (earlier)
- LPL Financial reports August total advisory, brokerage assets $2.26T
- LPL Financial: Worley Monroe Advisors joins broker-dealer, RIA platform
- Ox Road Capital launches with support from LPL Strategic Wealth