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Contract Type
partnership
Description
LPL Financial LLC announced a new partnership with Prestige Wealth Group (PWG), a financial advisory firm based in Franklin Lakes, N.J., and Westchester, Pa. The advisors of PWG, led by managing partners Rich Galgano and Matt Geraci, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They bring with them approximately $540 million in advisory, brokerage, and retirement plan assets, and have made the move to LPL in order to grow and provide more value to their high-net-worth clients.