LPL Financial Welcomes FSI Wealth Management
May 30, 2024
May 30, 2024
SAN DIEGO, Texas, May 30 -- LPL Financial LLC, a part of LPL Financial Holdings, issued the following news release on May 29, 2024:
LPL Financial LLC announced today that the advisors of FSI Wealth Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported serving approximately $215 million in advisory, brokerage and retirement plan assets* and joins LPL from Securities America, now part of Osaic.
FSI founding partners Paul Nev . . .
LPL Financial LLC announced today that the advisors of FSI Wealth Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported serving approximately $215 million in advisory, brokerage and retirement plan assets* and joins LPL from Securities America, now part of Osaic.
FSI founding partners Paul Nev . . .