LPL Financial announced Monday that it added Conte Wealth Advisors (CWA), an advisor team based in Camp Hill, Pennsylvania, with about $1.6 billion in advisory, brokerage and retirement plan assets under management (AUM) that had been affiliated with Cambridge Investment Research.
CWA, whose headquarters are located just outside Harrisburg, joined LPL’s broker-dealer and RIA platform on Aug. 18 and will keep its name, an LPL spokesperson told Wealth Solutions Report.
The third-generation family-owned firm is led by financial advisor Tony Conte, who serves as its Managing Partner, according to his LinkedIn profile…