LPL Welcomes NorthStar Wealth Advisory

Corporate Action
โดย GlobeNewswire·Read original
Summary · why it matters

LPL Financial announced that financial advisor Ronald White has launched an independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL-affiliated firm. The team, which reported serving approximately $160 million in advisory, brokerage and retirement plan assets, joins from Raymond James. Based in El Paso, Texas, White brings over three decades of experience and is joined by wealth advisor Scott Draime, who also has about 30 years in the industry. White cited a desire for greater independence and the operational support, technology, and resources available through LPL’s platform as key reasons for the move.

Impact on stocks 2

Digital Finance & Tokenization▲ · 1 stocks
LPL Financial Holdings Inc
LPLA
▲ PositiveCapitalrelevance

LPL gains a $160M team from Raymond James, expanding its advisor network and assets under administration.

Financials▼ · 1 stocks

Off-coverage companies 2

Good Life CompaniesPrivate▲ Positive
Capitalrelevance

Good Life Companies, an LPL-affiliated firm, adds a new independent practice, growing its network.

NorthStar Wealth AdvisorsPrivate± Mixed
relevance

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