LPL Financial Welcomes James River Private Wealth
June 21, 2024
June 21, 2024
SAN DIEGO, Texas, June 21 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on June 20, 2024:
LPL Financial LLC announced today that financial advisor W. Scott Hengerer, CMFC(TM), CRPC, has joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, James River Private Wealth. He reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL . . .
LPL Financial LLC announced today that financial advisor W. Scott Hengerer, CMFC(TM), CRPC, has joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, James River Private Wealth. He reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL . . .