LPL Financial Welcomes Strata Financial Group
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, Nov. 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Anthony “Tony” Campagni, CFP®, Ronald Jurczynski, CPA/PFS™, Mitchell Romeo, CPWA®, CPFA®, Kyle Hancharick, CFP®, and Dominic Elmo of Ohio-based Strata Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported serving more than $350 million in advisory, brokerage and retirement plan assets,* and they join LPL from Osaic. Strata Financial Group was founded in 1998 by Campagni and the late Rino Romeo — Mitchell Romeo’s uncle — and currently operates in two Ohio locations: Sheffield Village, where the team serves the greater Cleveland area, and Dublin, serving the Columbus area. The advisors take a team-based approach to offering personalized strategic financial plans, tax strategies, retirement preparation, investment planning and wealth preservation to clients across the nation. Strata is led by partners Campagni, Jurczynski
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LPLA
Earnings
- 10/30/24 - Beat
LPLA
Sec Filings
- 11/12/24 - Form SC
- 11/4/24 - Form 10-Q
- 10/30/24 - Form 8-K
- LPLA's page on the SEC website