Father, Daughter Advisors Join Linsco by LPL Financial
LG Display (LPL) GlobeNewswire News Room·2024-07-01 13:00
SAN DIEGO, July 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and daughter financial advisors James (Jim) Zack and Amanda Zack have joined LPL's employee advisor channel, Linsco by LPL Financial, to launch The Zack Wealth Group. They reported serving approximately $290 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. "We are a family team committed to helping other families, and it all starts with thorough planning and a deep understan ...