
“Join the Financial Revolution: Charter Oak Wealth Partners Joins Forces with LPL Financial!”
Welcome Charter Oak Wealth Partners to LPL Financial! SAN DIEGO, Feb. 03, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported serving approximately $600 million in advisory, brokerage and retirement…