LPLMergers•globenewswire•
LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group
Sentiment:Neutral (45)
Summary
SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
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Read Full ArticleArticle published on August 7, 2025 by globenewswire