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https://www.barrons.com/advisor/articles/merrill-lynch-financial-advisor-joins-lpl-financial-03d68677

Ex-Merrill Lynch Advisor With $820 Million Jumps to LPL Financial

By
Andrew Welsch
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A former Merrill Lynch advisor who oversaw approximately $820 million in client assets joined LPL Financial’s Strategic Wealth Services unit, which helps wirehouse advisors go independent.

LPL said the advisor, Clayton Ortloff, is the 43rd advisory practice to affiliate with SWS since its debut in 2020.

Ortloff launched his new independent...

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