Father-daughter advisors join LPL Financial to launch Countiss Wealth Management

This annual report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios SAN DIEGO, July 08,

SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC  announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan

Traditional Independent | $250M

Holtschlag and team will focus on delivering robust liquidity and wealth solutions that enhance advisor capabilities and client service SAN DIEGO, June 30, 2025 (GLOBE