LPL Financial on Tuesday said it had recruited a four-person team of advisers who will be based in Petaluma and Pleasanton, California, and Scottsdale, Arizona.
Clearview Wealth Partners is led by managing partners and co-founders Bill Roland and Jim Westermeyer, who are joined by fellow financial advisers Ashley Sawyer and Mike Lemas and a four-member office support staff. The Clearview team served approximately $500 million in advisory, brokerage and retirement plan assets, according to a statement by LPL.
Before moving to LPL, all four advisers were registered with Lincoln Financial Advisors Corp., according to their BrokerCheck profiles. They changed firms Nov. 8.
Clearview Wealth Partners is aligned with The Financial Services Network, an existing LPL large enterprise.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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