Displaying 4 results
Adviser duo managing nearly $500 million join Lincoln Financial
Scott LoPresti and Dean DiPierro, based in Croton-on-Hudson, New York, previously were affiliated with LPL Financial.
Lincoln partners with CHIP to broaden access to advice
The firm's African American Financial Professionals Network will use tools provided by Changing How Individuals Prosper, an online referral network.
LPL reels in $500 million team from Lincoln Financial Advisors
Clearview Wealth Partners is led by managing partners and co-founders Bill Roland and Jim Westermeyer. The team is aligned with The Financial Services Network, an existing LPL large enterprise.
Lincoln Financial settles age discrimination claim with former recruiter
When Louis Hanna was fired in 2017, he was 50 years old, had early-stage prostate cancer and was seeking medical leave, according to the complaint.
