CHARLOTTE, N.C., Oct. twenty, 2021 (World NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA} announced nowadays that Riolo Economic Group has joined LPL Financial’s broker-vendor, company registered expense advisor (RIA) and custodial platforms. The staff reported obtaining served somewhere around $250 million in advisory and brokerage assets*. They be part of LPL from Ameriprise Economic.
Based mostly in New City, N.Y., the organizing-based mostly follow was started in 2014 when business veteran Dominick Riolo CFP®, teamed up with his son, Frank Riolo CFP®. With the transfer to LPL, their longtime colleague Lisa Sherman CFP®, formally joins the staff. The 3 monetary advisors are assisted by two place of work aid workers members. “We get the job done to make positive each shopper has a roadmap that normally takes their full monetary photograph into account and adapts to their transforming demands,” Dominick Riolo stated.