SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. has announced a new partnership with Northern Advisory Group. This collaboration sees 10 financial advisors from Northern Advisory joining LPL Financial's broker-dealer, Registered Investment Advisor (RIA), and custodial platforms. The group, which manages approximately $300 million in advisory, brokerage, and retirement plan assets, transitioned from Osaic to LPL. The move is aimed at leveraging LPL's innovative technology and comprehensive business solutions to enhance service experiences and support the growth of Northern Advisory Group. Partners Richard DiTaranto, Brian DiBrino, and Jeff Miller, who collectively bring eight decades of wealth management experience, founded Northern Advisory Group in 2004 and are enthusiastic about this strategic step to better serve their clients and expand their practice.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.