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Diamond Podcast: $1B+ Breakaway Team Gets Re-Energized at LPL

Angie Ostendarp and Jordan Raniszeski share their journey of why they left Wells Fargo and joined LPL's Strategic Wealth Services model.

Mitch mayfieldJeff vandiverLouis diamondAngie ostendarpStrategic wealth servicesWells fargoJordan raniszeskiMary wareWealth servicesPrivate wealth

Heritage Private Wealth launches with support from LPL Strategic Wealth Services

SAN DIEGO, April 22, 2024 LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through affiliation with LPL.

United statesAllison gordonRachael sawyerClayton ortloffScott posnerGloria folsomMerrill lynchFinancial holdings incStrategic wealth servicesFinancial strategic wealth servicesBusiness developmentInvestor relations or pressHeritage private wealthClient relations gloria folsomWealth manager assistants allison gordonWealth services

Ex-Merrill Lynch Advisor With $820 Million Jumps to LPL Financial

A former Merrill Lynch advisor who oversaw approximately $820 million in client assets joined LPL Financial’s Strategic Wealth Services unit, which helps…

Clayton ortloffMerrill lynchFinancial strategic wealth servicesStrategic wealth servicesReaking news

$820M Former Merrill Advisor Joins LPL s Strategic Wealth Services

A Texas-based advisor with $820 million in managed assets is joining LPL's Strategic Wealth Services from Merrill Lynch.

United statesTimothy baltzClayton ortloffRachel sawyerJames debuqueGloria folsomAllison gordonDexter graftonMerrill lynchStrategic wealth servicesWealth servicesHeritage privateContinuity private wealth

MG Partners Private Wealth launches with support from LPL Strategic Wealth Services

MG Partners Private Wealth launches with support from LPL Strategic Wealth Services
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