LPL Financial (LPLA) Welcomes One2One Wealth Strategies
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LPL Financial Welcomes One2One Wealth Strategies
April 13, 2023 9:00 AM EDTCHARLOTTE, N.C., April 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that One2One Wealth Strategies has joined LPL Financials broker-dealer, RIA and custodial platforms, aligned with Mariner Advisor Network. The team reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from PlanMember Securities.
Based in Scottsdale, Ariz., One2One was founded in 2016 with a mission to provide fully customized investment and financial... More
