The Warter Group joins LPL, Seapoint Wealth Advisors
Strategic Wealth | $100M
The Warter Group joins LPL, Seapoint Wealth Advisors
Strategic Wealth | $100M
The Warter Group joins LPL, Seapoint Wealth Advisors
Strategic Wealth | $100M
The Warter Group joins LPL, Seapoint Wealth Advisors
Strategic Wealth | $100M
The Warter Group joins LPL, Seapoint Wealth Advisors
Strategic Wealth | $100M
The Warter Group joins LPL, Seapoint Wealth Advisors
Strategic Wealth | $100M
The Warter Group joins LPL, Seapoint Wealth Advisors
Strategic Wealth | $100M
The Warter Group joins LPL, Seapoint Wealth Advisors
Strategic Wealth | $100M
The Warter Group joins LPL, Seapoint Wealth Advisors
SAN DIEGO, Nov. 20, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Matt Warter, AIF and Theresa Houle, AIF, have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Seapoint Wealth Advisors , an existing firm supported by LPL Strategic Wealth Services.
