LPL Financial Welcomes Helmsman Financial Strategies
January 10, 2024
January 10, 2024
SAN DIEGO, California, Jan. 10 -- LPL Financial LLC, a company that provides support from independent financial advisors to financial institutions, issued the following news release on Jan. 9, 2024:
LPL Financial LLC announced today that financial advisor Peter Manning, CPA, PFS of Helmsman Financial Strategies has joined LPL Financials' broker-dealer, RIA and custodial platforms. The firm reported serving about 200 individual clients with approximately $175 million in advisory . . .
LPL Financial LLC announced today that financial advisor Peter Manning, CPA, PFS of Helmsman Financial Strategies has joined LPL Financials' broker-dealer, RIA and custodial platforms. The firm reported serving about 200 individual clients with approximately $175 million in advisory . . .