Bodnar Financial Advisors, a Florham, New Jersey-based hybrid team managing $300 million, has switched its broker-dealer affiliation and registered investment adviser platform from Cambridge Investment Research to LPL Financial.
Founder John Bodnar and adviser Justin Esposito, along with three staff members, made the move.
Bodnar Financial develop financial strategies for major life events including marriage, kids, death, divorce, layoffs, retirement and downsizing, LPL Financial said in a press release Monday.
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