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Growth Report 2: Bury Financial Transfers Plan Assets to LPL
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Growth Report 2: Bury Financial Transfers Plan Assets to LPL
BOARDMAN, Ohio – Bury Financial Group made a historic move last year, transferring over $800 million in advisory and retirement plan assets from Osaic Wealth to industry-leading broker-dealer LPL Financial. It marked the first time in the financial services firm’s 30 years that founder Todd Bury, president and managing partner, has made such a change. […] The post Growth Report 2: Bury Financial Transfers Plan Assets to LPL appeared first on Bus…
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