OSJ managing $550 million switches to LPL from Royal Alliance

first_img 5 Why Tony Robbins, tax shelters and financial advisers don’t mix The team of 20, led by OSJ manager Tim Maurer and Rick Bentancourt, has been moving to LPL since last fall, with its final adviser joining this month, LPL said in a release. The new firm name, Walnut Beech Advisors, represents the streets where its offices are located in Rochester, Michigan, and Long Beach, New York.[More: Team managing $440 million joins LPL from Royal Alliance] Newsletters House panel unanimously passes SECURE 2.0 The Gates divorce: Lessons for financial advisers For reprint and licensing requests for this article, click here,MOST READ 3 InvestCloud to acquire Advicent and NaviPlan planning software 4 House committee poised to advance SECURE 2.0 retirement savings bill 1 2 Walnut Beech Advisors, an office of supervisory jurisdiction whose advisers manage $550 million, has joined LPL Financial from Royal Alliance, part of Advisor Group. Subscribe for original insights, commentary and analysis of the issues facing the financial advice community, from the InvestmentNews team.last_img

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