People Moves
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.