LPL Adds Ex-Osaic Team In Ohio With $655M In Assets

Published on September 19, 2024

LPL Financial today announced that the Bury Financial Group, a Youngstown, Ohio-based firm with about $655 million in advisory, brokerage and retirement plan assets has joined its broker-dealer, RIA and custodial platforms.

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Back to School, Back to Saving!

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As the back-to-school season fills your social media feed with first-day photos and ads for the latest school supplies, it is also a prime opportunity for financial advisors to reconnect with clients about their education savings plans.

Less Than a Fifth of Americans Regularly Meet with a Financial Advisor About Retirement

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