Bodnar Financial Advisors, a Florham, New Jersey-based hybrid team managing $300 million, has switched its broker-dealer affiliation and registered investment adviser platform from Cambridge Investment Research to LPL Financial.
Founder John Bodnar and adviser Justin Esposito, along with three staff members, made the move.
Bodnar Financial develop financial strategies for major life events including marriage, kids, death, divorce, layoffs, retirement and downsizing, LPL Financial said in a press release Monday.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
Former Northwestern Mutual advisors join firm for independence.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
