Heritage Private Wealth Launches With Support From LPL Strategic Wealth Services
April 23, 2024
April 23, 2024
SAN DIEGO, Texas, April 23 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on April 22, 2024:
LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. He reported having served approximately $800 million in advisory, brokerage and retirement plan a . . .
LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. He reported having served approximately $800 million in advisory, brokerage and retirement plan a . . .