Lpl financial welcomes charter oak wealth partners

San diego, feb. 03, 2025 (globe newswire) -- lpl financial llc announced today that the advisors at charter oak wealth partners have joined lpl financial's broker-dealer, ria and custodial platforms, aligned with existing firm academy financial. they reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join lpl from osaic.
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