LPL Financial Welcomes Fortress Financial Planning
June 16, 2026
June 16, 2026
AUSTIN, Texas, June 16 -- LPL Financial Holdings Inc., an investment advisory firm company, posted the following news release on June 15, 2026:
* * *
LPL Financial Welcomes Fortress Financial Planning
SAN DIEGO - LPL Financial LLC announced today that the financial advisors of Fortress Financial Planning have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Advisors Bassem Moez, CRPC(R) and James Darden, JD, report . . .
* * *
LPL Financial Welcomes Fortress Financial Planning
SAN DIEGO - LPL Financial LLC announced today that the financial advisors of Fortress Financial Planning have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Advisors Bassem Moez, CRPC(R) and James Darden, JD, report . . .
