Pettes

LPL Financial Welcomes Return of Individual Financial Services

Retrieved on: 
Wednesday, May 31, 2023
Operation, Business development, Small business, RIA, Financial plan, Individual, Trust, Pettes, Retirement, Investment, Research, LPL, Software, Financial adviser

CHARLOTTE, N.C., May 31, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Neil Pettes, CFP® and the team at Individual Financial Services have returned to LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • CHARLOTTE, N.C., May 31, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Neil Pettes, CFP® and the team at Individual Financial Services have returned to LPL Financial’s broker-dealer, RIA and custodial platforms.
  • Located north of Pittsburgh in Wexford, Pa., Individual Financial Services launched in 1971 by Founding Partner Martin Mancuso with a focus on providing superior client service, approaching each relationship with integrity, trust and commitment.
  • He understood that each client has unique financial needs, which has been a guiding principle for the firm over the past four decades.
  • We look forward to a long-lasting and successful relationship with Individual Financial Services.”