Ameriprise hybrid managing $350 million moves to LPL
1
Seven-adviser team at Canal View Financial Advisors is based in Pittsford, N.Y.
Canal View Financial Advisors, a seven-professional team managing $350 million, has switched its broker-dealer and registered investment adviser affiliations to LPL Financial from Amerprise Financial.
[More: See more adviser moves in InvestmentNews’ Advisers on the Move database.]
The Canal View team includes financial advisers Richard Oaster, Chris Ginther, Kimberly Anderson, Vladimir Boulatnikov, John Kramer, Sandy Romeo and Ashley Standish. They are assisted by four support staff members.
Based in Pittsford, N.Y., the firm operates a satellite office in Dansville, N.Y.
Learn more about reprints and licensing for this article.
