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LPL Financial: Vintage Financial joins broker-dealer, RIA, custodial platforms

LPL Financial announced that financial advisors Patrick “Pat” M. Ricketts, MBA, AIF, CPWA, CFP and Mindy S. Helfrich, CDFA of Vintage Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $605 million in advisory, brokerage and retirement plan assets, and join LPL from Principal Securities.

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