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A former Merrill Lynch advisor who oversaw approximately $820 million in client assets joined LPL Financial’s Strategic Wealth Services unit, which helps wirehouse advisors go independent. LPL Financial Photo: Michael Vi/Dreamstime LPL said the advisor, Clayton Ortloff, is the 43rd advisory pract...
摘要: The article reports that financial advisor Jon Ollendorf earned the Certified Special Needs Advisor (CSNA) designation which was administered by the Merrill Lynch & Co. Wealth Management Group's Special Needs Financial Services division in Poughkeepsie, New York....
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