With more than 30 years of diverse industry experience, Mr. Carratt will focus on strategic business consulting and relationship management efforts with advisors, with an emphasis and focus on ...

Frank Smith is CEO of Private Advisor Group, a national independent financial firm with over $35.2 billion in AUM as of June 30, 2024. The firm leverages its resources to deliver strategies positioned ...

LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and ...

Frank Smith is the CEO of Private Advisor Group. With over 20 years of experience in financial services, he is responsible for defining the company’s long-term goals, fostering an advisor-centric ...

MORRISTOWN, N.J., Nov. 19, 2025 /PRNewswire/ -- Private Advisor Group, a leading financial services firm and LPL Financial Holdings Inc. (Nasdaq: LPLA) (together with its subsidiaries, including LPL ...

LPL Financial LPLA has taken a minority ownership stake in Private Advisor Group, a leading financial services firm. This will further strengthen its registered investment adviser (RIA) relationships ...

Advisor Group, the broker/dealer network with 5,000 advisors, recently got out from under the thumb of AIG when it was sold to private equity firm Lightyear Capital and Canadian pension fund manager ...

LPL Financial has acquired a minority stake in Private Advisor Group, as the independent-broker dealer expands its grip on assets from independent advisors. Private Advisor Group, which manages over ...

Advisor Group has tapped Greg Stockett as its new chief financial officer and former Cetera executive Nina McKenna as its chief legal officer and general counsel. Stockett takes over for Tom Lux, who ...