LPL Financial announced that financial advisors Terri Conger, CFP, Joseph Blackner, CRPC, CPFA, Jace Kasteler, SE-AMWA and Trevor Lubereski, CPA have joined LPL to launch a new independent practice, Pacific Legacy Wealth Partners. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, which enables advisors to grow their business according to their vision. The advisors reported having served approximately $425 million in advisory and brokerage assets and they join LPL from Merrill Lynch. Based in Federal Way, Wash., just north of Tacoma, Pacific Legacy Wealth Partners is led by Managing Director Terri Conger.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
See Insiders’ Hot Stocks on TipRanks >>
Read More on LPLA:
- LPL Financial Names Althea Brown Chief Legal Officer
- Pacific Legacy Wealth Partners Launches With Support From LPL Financial
- LPL Financial to Acquire Financial Services Provider Crown Capital Securities
- LPL Financial to acquire Crown Capital Securities, no terms
- LPLA Upcoming Earnings Report: What to Expect?