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CHARLOTTE, N.C., April 19, 2021 (GLOBE NEWSWIRE) LPL Financial LLC (Nasdaq:LPLA) today announced that Walnut Beech Advisors has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $550 million in advisory, brokerage and retirement plan assets . They join from Royal Alliance, part of the Advisor Group network of broker-dealers.
Led by OSJ manager Tim Maurer and Managing Partner Rick Betancourt, the newly-formed enterprise comprises of 20 like-minded financial professionals committed to putting their clients first. The team was associated at their previous firm and recognized the value of teaming up in an effort to provide more comprehensive wealth management and financial services for their clients. The new firm name, Walnut Beech Advisors, represents the streets where their offices are located in Rochester, Mich., and Long Beach, N.Y.