Father, Daughter Advisors Join Linsco by LPL Financial
July 03, 2024
July 03, 2024
SAN DIEGO, Texas, July 3 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on July 1, 2024:
LPL Financial LLC announced today that father and daughter financial advisors James (Jim) Zack and Amanda Zack have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch The Zack Wealth Group. They reported serving approximately $290 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stan . . .
LPL Financial LLC announced today that father and daughter financial advisors James (Jim) Zack and Amanda Zack have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch The Zack Wealth Group. They reported serving approximately $290 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stan . . .