SAN ANTONIO — Big O Tires franchisees Leeds West Groups (LWG) and Monteverde Group jointly have acquired real estate in San Antonio where they plan to open a Big O Tire store. The site, on Potranco Road in western San Antonio close to the Park Place and Heritage neighborhoods, is expected to…
Pittsburgh-Based Firm With $440 Million in Assets Joins LPL The Monteverde Group joins the independent broker/dealer and custodian from Royal Alliance, part of Advisor Group s broker/dealer network.
A Pittsburgh firm with about $440 million in managed client assets will be joining LPL Financial from Royal Alliance, part of Advisor Group’s broker/dealer network.
The Monteverde Group has eight advisors in total, serving clients throughout several states, and was founded more than 50 years ago by President and CEO James Monteverde right after he graduated college. The firm began as an insurance practice, before expanding to include wealth management, as well as financial, retirement and estate tax planning services.