To start a new independent practice connected to LPL Financial, three teams of financial advisors from Wells Fargo Advisors are joining forces.
A total of $1.45 billion in advising, brokerage, and retirement plan assets were served by the advisers at the newly established Carnegie Private Wealth in Charlotte, North Carolina. In order to depart from the wirehouse and start a new independent firm, it is using LPL Strategic Wealth Services.
Jordan Raniszeski, Mary Sherrill Ware, Angie Ostendarp, and a number of client services support employees make up the core group.
We are so much more than a conventional money manager, according to Ware, who made the assertion. Our goal is to make our clients’ life easier by boosting their confidence, assisting them in pursuing their goals, and lowering their financial burden.
