LPL Financial Welcomes Strategic Insights Financial Planning Group
April 12, 2024
April 12, 2024
SAN DIEGO, Texas, April 12 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on April 11, 2024:
LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial's broker-dealer, RIA and custodial platforms. The team of five advisors reported serving approximately $500 million in advisory, brokerage and retirement plan assets/* and joins LPL from Ameriprise Financial.
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LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial's broker-dealer, RIA and custodial platforms. The team of five advisors reported serving approximately $500 million in advisory, brokerage and retirement plan assets/* and joins LPL from Ameriprise Financial.
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