LPL extends winning streak as it welcomes Wells Fargo team
Victoria, Texas-based CoastPoint Financial adds $150 million in client assets to the broker-dealer giant’s network.
After a string of good news in the past few weeks, LPL has notched another small win as it welcomes a new advisor team to its ranks.
LPL Financial announced the addition of CoastPoint Financial, which includes financial advisors Mark Zafereo and Anthony Burgess, as well as client associate Crysta
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