LPL Financial on Tuesday said it had recruited a four-person team of advisers who will be based in Petaluma and Pleasanton, California, and Scottsdale, Arizona.
Clearview Wealth Partners is led by managing partners and co-founders Bill Roland and Jim Westermeyer, who are joined by fellow financial advisers Ashley Sawyer and Mike Lemas and a four-member office support staff. The Clearview team served approximately $500 million in advisory, brokerage and retirement plan assets, according to a statement by LPL.
Before moving to LPL, all four advisers were registered with Lincoln Financial Advisors Corp., according to their BrokerCheck profiles. They changed firms Nov. 8.
Clearview Wealth Partners is aligned with The Financial Services Network, an existing LPL large enterprise.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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