LPL FInancial
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James Spinelli Aims for More Growth After Building Berwyn Firm to 190 Advisors in 25 States
After growing his firm, Great Valley Advisor Group in Berwyn, to 190 advisors across 25 states in 12 years, James Spinelli is looking toward further…
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Three Chester County Firms Make Forbes’ America’s Top RIA Firms List
Three Chester County firms are on the third annual America’s Top RIA Firms list, released by Forbes earlier this month, writes Jeff Blumenthal for the…
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C&N Promotes Brian Tevlin to Director of Investment Services
C&N Wealth Management continues to strengthen its team with the promotion of Brian Tevlin to Director of Investment Services. In his new role, Tevlin will…
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2024 Economic Outlook: Are We Above Water?
By Dario Bellot, Chief Financial Officer, Harcum College With gas prices hovering around $3 per gallon, inflation in decline, and unemployment the lowest in decades,…
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C&N Wealth Management Joins Institution Services Platform of LPL Financial
C&N Wealth Management has joined LPL Financial’s Institution Services platform. C&N’s leaders reported having served approximately $475 million in brokerage, advisory, and retirement plan assets.…
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