With the transition to LPL, the team rebranded its practice from Lewellyn Financial Management to Lewellyn Wealth. Their refreshed logo features a stag, representing growth and protection, which ...
(MENAFN- GlobeNewsWire - Nasdaq) SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- LPL financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined ...
SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer ...
SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker ...
LPL Research, in an overview of its work in 2024, said the S&P 500 (SP500) outstripped its year-end target and despite some risks, it correctly held its call for investors to remain fully invested ...
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 ...
Bart and Alex Lewellyn join LPL Financial, serving $320 million in assets with a focus on personalized investment strategies. LPL Financial has announced that financial advisors Bart and Alex ...
SAN DIEGO, Jan. 13, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Marcus S. Alexander, CPFA®, MBA, has joined LPL’s employee advisor channel, Linsco by LPL ...
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