LPL Financial: Lewellyn Wealth joins broker-dealer, RIA, custodial platforms

LPL Financial (LPLA) announced that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $320 million in advisory, brokerage and retirement plan assets and join LPL from Osaic. Based in Medford, Ore., Bart established the firm in 1995 to help clients accumulate wealth and invest their assets in a goal-oriented manner. Alex joined the firm in 2012 – something he had been planning since his youth. Together, they provide investment services, retirement planning, insurance strategies and complex planning services to a broad range of clients, including lineman engineers, business owners and multigenerational families.