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LPL Financial adds $515M team from PNC

LPL Financial adds $515M team from PNC
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LPL Financial Welcomes CoastPoint Financial, LLC

SAN DIEGO, Feb. 15, 2024 LPL Financial LLC announced today that Financial Advisors Mark Zafereo and Anthony Burgess, Client Associate Crystal Simmons and Office Manager Sandie Totah Loos have.

United statesAnthony burgessScott posnerMark zafereoSandie totah loosBusiness developmentCoastpoint financialFinancial holdings incInvestor relations or pressFinancial advisors mark zafereoClient associate crystal simmonsOffice manager sandie totah loosWells fargoVice president

LPL Financial Welcomes CoastPoint Financial, LLC

LPL Financial Welcomes CoastPoint Financial, LLC
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United statesAnthony burgessMark zafereoSandie totah loosScott posnerCoastpoint financialBusiness developmentFinancial holdings incInvestor relations or pressFinancial advisors mark zafereoClient associate crystal simmonsOffice manager sandie totah loosWells fargoVice president