SAN DIEGO, May 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Garrett Oczachowski has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from JPMorgan Chase. Based in Santa Monica, Calif., Oczachowski is a 25-year veteran of the financial services industry. Specializing in retirement income planning, he is dedicated to helping clie
LPL Financial (LPLA) acquires Crown Capital, deepening its presence in the California market and further strengthening its wealth management business.
SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. With the move to LPL, Kitaeff joins Maher Wealth Management as a managing director. He reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Kitaeff is a second-generation advisor who fell in love with wealth management at a yo