Chris Albright, whose Astra Wealth Advisors manages $192 million in Clarks Green, Pennsylvania, has left Wells Fargo Financial Advisors Network, or FiNet, and affiliated with LPL Financial’s broker-dealer, RIA and custodial platforms.
He will partner with current LPL-affiliated adviser Kimberly Santarsiero, who will now operate under the Astra brand.
Albright has nearly 30 years of experience providing comprehensive investment planning and wealth management for high-net-worth families, businesses and institutions, LPL Financial said in a press release Tuesday.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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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