LPL Financial Welcomes Watermark Wealth Management
August 22, 2023
August 22, 2023
CHARLOTTE, North Carolina, Aug. 22 -- LPL Financial LLC, a company that provides support from independent financial advisors to financial institutions, issued the following news release on Aug. 21, 2023:
LPL Financial LLC announced today that Watermark Wealth Management has joined LPL Financial's broker-dealer, RIA and custodial platforms. The team of 16 advisors reported having served approximately $1.5 billion in advisory, brokerage and retirement plan assets*, and joins LPL . . .
LPL Financial LLC announced today that Watermark Wealth Management has joined LPL Financial's broker-dealer, RIA and custodial platforms. The team of 16 advisors reported having served approximately $1.5 billion in advisory, brokerage and retirement plan assets*, and joins LPL . . .