LPL Financial LLC, the nation’s largest independent broker-dealer, has added O&R Partners, made up of financial advisors Dave Olivieri and Wes Rowlands, to its broker-dealer and corporate registered investment advisor platforms.
The advisors joined from Voya Financial and reportedly manage approximately $155 million of client brokerage, advisory and retirement plan assets.
Olivieri, a certified financial planner, has more than 40 years of experience. Before partnering with Olivieri seven years ago, Rowlands worked in finance and consulting on Wall Street. Based in Laguna Hills, California, the advisors are supported by Chris Olivieri and Gillian Macey.
In other LPL news, the firm recently added Firenze Wealth Management, a former Foresters Financial team with approximately $390 million of client brokerage, advisory and retirement plan assets.
LPL Financial provides service to approximately $628.1 billion in brokerage and advisory assets as of the fourth quarter of 2018. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to more than 16,000 financial advisors and 700 financial institutions.