LPL Financial Welcomes FSI Wealth Management

SAN DIEGO, May 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that the advisors of FSI Wealth Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported serving approximately $215 million in advisory, brokerage and retirement plan assets* and joins LPL from Securities America, now part of Osaic. FSI founding partners Paul Neves, CFP®, ChFC®, and Darrin Santos, CFP®, have more than 65 years of combined experience in the financial service ...