LPL Financial Welcomes Charter Oak Wealth Partners

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 plan assets* and join LPL from Osaic. Based in Hartford County, Conn., Charter Oak Wealth Partners was founded in 2016 by Gary Paul, CRPC®, although the practice’s roots date back ...