Carnegie Private Wealth, which is in LPL’s corporate RIA channel, hired a human resources firm to develop a profit-sharing compensation structure it believes will position it for sustained growth.

What happens when an advisor leaves the safety net of a big broker/dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of ...

SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP ®, Lucas Decker, CFP ®, Kevin Lewis, CFP ®, CEPA ®, and Seth Miller, CFP ®, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Three former Wells Fargo ...

Based in Charlotte’s South Park community, Carnegie Private Wealth is founded by Angie Ostendarp CFP ®, Jordan Raniszeski CFP ®, and Mary Sherrill Ware CFP ®, a highly decorated team of advisors that ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min A quickly growing Charlotte ...

Carnegie Private Wealth, a Charlotte, N.C.-based registered investment advisor in LPL Financial’s corporate RIA channel with $2.2 billion in assets under management, has restructured its compensation ...