Lotano, president of the Colts Neck Lions Club, is highly active in his community. He is proud to launch Shorepoint Wealth Management in the city where he grew up.

Wealthbox, the highest-rated CRM software for financial advisors, today announced a new enterprise CRM agreement with Perennial Financial Services, one of the fastest-growing Hybrid RIA firms at LPL ...

SAN DIEGO, March 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Lotano, CDFA ®, has joined LPL Financial’s broker-dealer, Registered Investment ...

LPL Financial LLC announced that financial advisor Justin Lotano, CDFA®, has joined its platforms, bringing with him around $250 million in assets from his previous position at Wells Fargo ...

and Securities offered through LPL Financial, Member FINRA/SIPC, and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Perennial ...

Capital Square, one of the nation's leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities, announced today that Albert Thompson has ...

Private wealth advisory practice, Highland Wealth Management, recently joined the independent channel of Ameriprise Financial ...

Steward Partners, a full-service, employee-owned, independent financial services firm, congratulates Wealth Manager Amy Sabin, CEPA®, on her recognition on the Forbes Top Women Wealth Advisors Best-In ...

LPL Financial (LPLA) announced that Justin Lotano has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial ...