Team managing $440 million joins LPL from Royal Alliance
The eight-adviser Monteverde Group is based in Pittsburgh.
A team of eight advisers managing $440 million has switched affiliations from Royal Alliance, which is part of the Advisor Group, to LPL Financial.
The Pittsburgh-based team, known as the Monteverde Group, began 51 years as a solo insurance practice headed by James Monteverde.
Monteverde continues to lead the firm along with partners Craig Shensa, Dan Martin and Wendy Asterino.
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