LPL Financial Welcomes First Summit Capital Management
June 28, 2024
June 28, 2024
SAN DIEGO, Texas, June 28 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on June 27, 2024:
LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The First Summit advisors reported having served approximately $380 million in advisory, . . .
LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The First Summit advisors reported having served approximately $380 million in advisory, . . .