LPL Financial Welcomes Watermark Wealth Management
CHARLOTTE, N.C., Aug. 21, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Watermark Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of 16 advisors reported having served approximately $1.5 billion in advisory, brokerage and
LPL Financial Welcomes Watermark Wealth Management
CHARLOTTE, N.C., Aug. 21, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Watermark Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of 16 advisors reported having served approximately $1.5 billion in advisory, brokerage and
LPL Financial Welcomes Watermark Wealth Management
CHARLOTTE, N.C., Aug. 21, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Watermark Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of 16 advisors reported having served approximately $1.5 billion in advisory, brokerage and
