MG Partners Private Wealth launches with support from LPL Strategic Wealth Services
SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
- SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
- They reported having served approximately $435 million in advisory, brokerage and retirement plan assets* and join LPL from Truist.
- Based in Hickory, N.C., the advisors have worked together for nearly two decades to provide sophisticated investment and planning services with a personalized touch.
- We look forward to a long-lasting relationship with MG Partners Private Wealth and wish them great success.”