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LPL Financial announced a $150 million AUM family team from Massachusetts was joining them from Cetera, the latest in a number of partnerships in recent weeks.

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Nino Schurter sichert sich im Val di Sole erneut WM-Gold im Cross Country. Mathias Flückiger hat knapp das Nachsehen.

Advisors Craig Zaleck and Mark Hogan of Bergen Point Wealth Management moved from Cetera’s network broker/dealer First Allied where they managed $275 million in total assets, according to an announcement. The two-person team joined LPL through the Independent Network of Consultants & Advisors (INC Advisors). Zaleck and Hogan started out as public accountants and continue to use their tax know-how by offering tax-based strategies in addition to wealth management advice.  The duo credited LPL's technology and financial strength as deciding factors in making the move.  “We believe this new...

LPL Financial and INC Advisors Welcome Bergen Point Wealth Management CHARLOTTE, N.C., May 25, 2021 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisors Craig Zaleck and Mark Hogan of Bergen Point Wealth Management have joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They have aligned with Independent Network of Consultants & Advisors (INC Advisors), an existing large enterprise serving LPL-affiliated advisors. Zaleck and Hogan reported having served approximately $275 million in advisory, brokerage and r...