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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.
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LPL's Strategic Wealth Services Lures $1.45B Team From Wells Fargo
With $1.45 billion in total client assets, Carnegie Private Wealth represents the largest team to join LPL’s SWS division.
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Ex-Wells Fargo team forms Carnegie at LPL Strategic Wealth
Five financial advisors with $1.45 billion in client assets and seven support staff members moved to the independent brokerage's breakaway channel.
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