People Moves

California Wealth Firm Joins LPL Financial's Platforms

Tom Burroughes Group Editor April 12, 2019

California Wealth Firm Joins LPL Financial's Platforms

LPL Financial continues to bring wealth management organizations to its platform.

LPL Financial has brought O&R Partners, made up of California-based financial advisors Dave Olivieri CFP® and Wes Rowlands, to its broker-dealer and corporate registered investment advisor platforms. 

The advisors reported having managed approximately $155 million of client brokerage, advisory and retirement plan assets. They join from VOYA Financial.

Olivieri has more than 40 years of experience and has built his client base primarily through referrals. Rowlands has worked with Olivieri for seven years, and prior to that his experience was in finance and consulting on Wall Street. Based in Laguna Hills, the advisors are supported by Chris Olivieri and Gillian Macey.

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