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LPL Grabs Another Advisory Team from Osaic | Wealth Management

Published: May 29, 2024

LPL Financial acquired another advisory team from Osaic, as the firm continues to integrate Advisor Group's legacy broker/dealers.

Source: wealthmanagement.com

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LPL Financial Adds $345M Lincoln Team | Wealth Management

Published: March 12, 2024

Birmingham, Ala.-based Brian Pflaum decided to evaluate his options when he heard that his broker/dealer, Lincoln Financial Advisors, would sell to Osaic.

Source: wealthmanagement.com

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United StatesDavid MillerBrian PflaumAdvisor GroupEquity Design GroupAdvisor Group OsaicLincoln National CorpLincoln Financial AdvisorsLincoln WealthLincoln FinancialWisconsin Based Equity Design GroupSagepoint Financial