Continuity Private Wealth launches with support from LPL Strategic Wealth Services
SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched a new independent practice, Continuity Private Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
- SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched a new independent practice, Continuity Private Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
- They reported having served approximately $1 billion in advisory, brokerage and retirement plan assets* and join LPL from Merrill Lynch.
- LPL’s Strategic Wealth Services allows advisors to do just that—to run their business on their terms and decide what’s best for their clients, all while receiving comprehensive modern services and support.
- We look forward to supporting Continuity Private Wealth for years to come.”