SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners , an existing firm supporting LPL-affiliated advisors.
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors James Larsen, CFP ® , Lucas Decker, CFP ®