LPL Financial Welcomes ViewPoint Wealth Partners
SAN DIEGO, Nov. 02, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that five financial advisors with ViewPoint Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- SAN DIEGO, Nov. 02, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that five financial advisors with ViewPoint Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- The team reported having served approximately $550 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
- Collectively, the advisors have more than 115 years of industry experience, with each financial professional bringing different strengths to the team.
- Scott Posner, LPL Executive Vice President, Business Development, stated, “We welcome the ViewPoint team and are honored they saw the value in partnering with LPL to enhance their practice and elevate clients’ service experiences.