LPL Financial has announced that the Conte Wealth Advisors (CWA) team has joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform. The firm reported serving approximately $1.6 billion in advisory, brokerage and retirement plan assets and joins LPL from Cambridge Investment Research.
Headquartered in Camp Hill, Pa., outside Harrisburg, Conte Wealth Advisors is a third-generation family-owned firm led by financial adviser Tony Conte.
CWA serves business owners, high-net-worth and ultra-high-net-worth individuals and families through a planning-first approach designed to address clients’ investments, businesses and broader financial lives.
The firm differentiates itself through its collaborative culture, bringing together independent-minded advisers who share ideas, best practices and expertise to better serve clients. The team meets weekly to discuss client strategies and support one another’s growth.
