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.
LPL Welcomes Legacy Premier Wealth Management
Traditional Independent | $275M