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LPL Financial Welcomes Lewellyn Wealth as New Partners
01/08/25, 2:22 PM
Location
medfordIndustry
employee benefits
financial services
consulting
Type
partnership
LPL Financial LLC announced the partnership with Lewellyn Wealth, a wealth management firm based in Medford, Ore. The father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s platforms, bringing approximately $320 million in advisory, brokerage, and retirement plan assets. The partnership aims to provide clients with a comprehensive understanding of investment options and access to innovative technology and support.
Company Info
Location
medford, oregon, united states
Additional Info
Lewellyn Wealth is a wealth management firm based in Medford, Ore. The firm was established by Bart Lewellyn in 1995 and offers investment services, retirement planning, insurance strategies, and complex planning services to a broad range of clients.
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