LPL Financial (LPLA) announced that financial advisors James Larsen, Lucas Decker, Kevin Lewis, and Seth Miller, have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475M in advisory, brokerage and retirement assets. Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial closes acquisition of The Investment Center
- Barclays says Coinbase, Robinhood candidates for S&P 500 inclusion tonight
- LPL Financial: Shorepoint Wealth joins broker-dealer, RIA, custodial platforms
- LPL Financial files $4B mixed securities shelf
- LPL Financial: Michael Carmichael joins broker-dealer, RIA, custodial platforms