LPL Financial Welcomes Return of Individual Financial Services
Provided By GlobeNewswire
Last update: May 31, 2023
CHARLOTTE, N.C., May 31, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Neil Pettes, CFP® and the team at Individual Financial Services have returned to LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $400 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cambridge Investment Research, Inc.
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