SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services. He reported having served approximately $820 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Midland, Texas, the father of three is a third generation Midlander with deep ...