$4B Former Lincoln Teams Join LPL From Osaic

Published on August 21, 2024

Academy Financial and PFG Advisors, which were with Lincoln's wealth business before Osaic acquired it, will merge under Academy’s brand.

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LPL Snags Two More Lincoln Financial Teams With A Combined $4B In AUM

August 21, 2024
The latest additions are Lutherville, Md.-based Academy Financial and Berwyn, Pa.-based PFG Advisors, which have joined forces to add more than 30 financial advisors and a collective $4 billion in assets under management, LPL announced today. The firms will operate under the Academy brand umbrella, the release noted.