Commonwealth Recruits $325 Million Team from LPL
Commonwealth Financial Network, the nation’s largest privately held registered investment adviser and independent broker-dealer, has added Daley Financial Partners of Oak Brook, Illinois, to its network of independent financial advisors.
Commonwealth Financial Network, the nation’s largest privately held registered investment adviser and independent broker-dealer, has added Daley Financial Partners of Oak Brook, Illinois, to its network of independent financial advisors.
Formerly affiliated with LPL Financial, financial advisors Ursula Daley, Jordan Lewis, and their team have more than $325 million in assets under management. Daley Financial Partners is recognized by the U.S. Small Business Administration as a women-owned small business. The team specializes in working with business owners, educators, and women, providing strategic investment and retirement planning solutions.
“This powerful team of women has built a client base that they can relate to much like how we selectively affiliate with advisors who align with our values,” said Andrew Daniels, managing principal of business development. “Their passion and contributions to the advice industry are fully valued, and we commit to providing their practice with integrated, accessible technology to enhance their client service model and fuel business growth.”
Founded in 1979, Commonwealth Financial Network supports approximately 1,800 independent financial advisors nationwide.
