LPL Financial Recruits $180 Million Advisor from Northwestern Mutual
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Lyle Weintraub has joined its broker-dealer and hybrid registered investment advisor platforms through its affiliation with Bleakley Financial Group.
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Lyle Weintraub has joined its broker-dealer and hybrid registered investment advisor platforms through its affiliation with Bleakley Financial Group. Weintraub serves approximately $180 million in brokerage and advisory assets and joins from Northwestern Mutual Investment Services.
Weintraub, a 24-year industry veteran, joins Bleakley Financial’s Fairfield, New Jersey headquarters as a managing director and wealth management advisor. He and his staff of three serve mostly corporate executives, business owners and high-net-worth clients, with an emphasis on comprehensive financial planning.
Bleakley Financial Group is aligned to LPL through Private Advisor Group, an office of supervisory jurisdiction. Weintraub is the sixth new member to affiliate with Bleakley in the last 12 months.
LPL Financial provides service to approximately $764 billion in brokerage and advisory assets as of December 31, 2019. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to 16,464 financial advisors and 700 financial institutions.
