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West Virginians rank low on a scale of financial literacy

A new study shows West Virginia is the 14th lowest state in the nation in terms of adults who are financially literate. ....

United States , West Virginia , Jason Haswell , Monteverde Group , West Virginia Low Financial Literacy ,

Pittsburgh-Based Firm With $440 Million in Assets Joins LPL


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.  ....

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