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LPL Financial Welcomes Bice Wealth Management

SAN DIEGO, Feb. 21, 2024 (GLOBE NEWSWIRE) LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Cubby Bice MBA, AAMS, CRPC has joined LPL Financial’s broker-dealer, RIA and custodial

United statesScott posnerMatt biceBusiness developmentFinancial holdings incInvestor relations or pressCubby biceBice wealth managementOffice manager matt biceVice president

LPL Financial welcomes another veteran advisor

LPL Financial welcomes another veteran advisor
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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

LPL Financial Welcomes Financial Advisor Blair Waller

SAN DIEGO, Feb. 07, 2024 (GLOBE NEWSWIRE) LPL Financial LLC announced today that financial advisor Blair Waller, CFP®, has joined LPL Financi.

United statesWaller creekCara kokelBlair wallerScott posnerFinancial holdings incUniversity of texas at austinBusiness developmentInvestor relations or pressCorebridge financialWaller creek wealth managementExecutive assistant cara kokelVice presidentWaller creek wealth