CHARLOTTE, N.C., March 20, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Money Matters has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $250 million in advisory, brokerage and retirement plan assets*, and joins
LPL Financial Welcomes Financial Advisor William Fenwick
SAN DIEGO, Oct. 22, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC , announced today that financial advisor William “Bill” Fenwick of Fenwick Financial has joined