$6 Billion Commonwealth Team Becomes Hybrid RIA
Bartholomew & Company, a $6 billion team previously affiliated with Commonwealth and now part of LPL Financial, is transitioning to become an independent hybrid registered investment advisor (RIA). The firm will maintain its relationship with LPL as custodian during the transition. This move allows greater flexibility in offering customized wealth management solutions.
Tickers: $LPLA
Topics: Commonwealth custody LPL_Financial wealth_management