Financial advisors Dave Olivieri and Wes Rowlands of O&R Partners, based in Laguna Hills, Calif., have joined the LPL Financial broker-dealer and corporate registered investment advisor (RIA) platforms.
Olivieri and Rowlands, formerly with VOYA Financial, bring approximately $155 million of client brokerage, advisory and retirement plan assets to the deal.
Olivieri has over 40 years of experience. Rowlands has worked with Olivieri for seven years. Before partnering with Olivieri, Rowlands worked in finance and consulting on Wall Street.
LPL Financial LLC, headquartered in Boston, San Diego and Charlotte, N.C., is the nation’s largest independent broker-dealer. The company was founded in 1989.