LPL Financial announced that financial advisers Allen Lorenzi, Ira Shapiro and Michael Walker have teamed up to form a new practice, Raintree Wealth Partners, joining LPL Financial’s broker-dealer and corporate registered investment adviser (RIA) platforms and leveraging LPL as custodian.
The Raintree advisers reported having served approximately $375 million in brokerage, advisory and retirement plan assets. They join from Wells Fargo Advisors Financial Network.
Recently, LPL Financial announced that financial advisers Todd Stabler and Dave Mantell, have joined LPL Financial’s broker-dealer and corporate RIA platforms, leveraging LPL as custodian.
