SAN DIEGO, Nov. 01, 2023 LPL Financial LLC announced today that financial advisors John Lankford and Justin Pestel, CPFA®, of Pathway Wealth Advisors have joined LPL Financial’s.
Advisor Group rebranding to Osaic financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
On May 8, 2023, Advisor Group filed a notice of data breach with the Attorney General of Massachusetts after learning about a third-party data breach at one of the company’s vendors,.
Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.