tiprankstipranks
LPL Financial supports launch of MG Partners Private Wealth
The Fly

LPL Financial supports launch of MG Partners Private Wealth

LPL Financial announced that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. They reported having served approximately $435 million in advisory, brokerage and retirement plan assets and join LPL from Truist. With more than 50 years of combined experience in the high-net-worth space, Geoghegan and Minami have honed their unique experiences to develop a deep understanding of the complexities of wealth management. Based in Hickory, N.C., the advisors have worked together for nearly two decades to provide sophisticated investment and planning services with a personalized touch. They are joined by Director of Client Relations Caroline Montgomery.

Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>

Trending

Name
Price
Price Change
S&P 500
Dow Jones
Nasdaq 100
Bitcoin

Popular Articles