SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer, RIA and ...
According to today’s release, the Lewellyns joined LPL after “extensive due diligence.” Scott Posner, LPL’s executive vice president of business development, welcomed the team, declaring LPL “a ...
SAN DIEGO, Dec. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, today announced updates to the firm’s financial technology, investment solutions and ...