LPL nabs $900 million hybrid team from Cambridge

LPL nabs $900 million hybrid team from Cambridge
The 10-year-old Rosemont Financial Group based in Albany, New York has 11 financial advisers
DEC 07, 2020

Rosemont Financial Group, an Albany, New York hybrid managing $900 million, has switched its broker-dealer affiliation from Cambridge Investment Research Advisors to LPL Financial. Rosemont also will use LPL’s corporate RIA and LPL as its custodian.

Rosemont was created in 2010 and now consists of 11 financial advisers.

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