LPL Financial (LPLA) announced that advisors, DJ Totland and Christopher Meyer, with support from Rob Tendler and the Harbor Lights Financial Group team, an existing firm supporting LPL-affiliated advisors, have come together to form Lighthouse Private Wealth. The practice joins LPL Financial’s broker-dealer and Registered Investment Advisor platform. They reported serving approximately $1.1B in advisory, brokerage and retirement plan assets and join LPL from RBC. Located in Red Bank, New Jersey, within the metropolitan New York area, Totland, Meyer and Tendler have 90 years of combined experience and have worked together for 20 years. They serve a range of clients, including high-net-worth individuals, small business owners and families. Their practice uses a holistic approach that involves all aspects of their clients’ financial matters.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial: Tennant Financial joins broker-dealer, RIA platform
- Prudential, LPL collaborate for Insurance Overlay retirement income strategy
- LPL Financial downgraded to Neutral at Rothschild & Co Redburn (earlier)
- LPL Financial reports August total advisory, brokerage assets $2.26T
- LPL Financial: Worley Monroe Advisors joins broker-dealer, RIA platform